People page:
This page allows you to manage all users in your organization’s Spiky account, including roles, permissions, and access levels.
Key features:
User overview: See names, roles, teams, CRM/calendar connection status, and sign-in history.
Roles:
Admin / User / Super Admin: Controls what users can configure and access.
Observer / Active: Controls visibility and interaction within the platform.
Status & Teams: Assign users to teams and activate or deactivate them as needed.
Invite & Filter: Add new team members, filter by invited or active status, or search by name.
✅ Use this page to onboard teammates, manage access, and ensure everyone is connected to the correct teams and integrations (e.g., CRM, calendar).
Navigate to the Settings > Organization > People & Teams page to access the general settings related to your organization. These settings affect everyone in your company.
Teams page:
What you can do on this page:
1. View existing teams
Each row shows a team’s:
Name (e.g., Sales, Customer Success Team)
Managers: Users responsible for managing the team. They may have access to assign roles, monitor performance, or configure team-level settings.
Team Members: Users who belong to that team.
2. Search, sort, and filter
Use the search bar to quickly locate a specific team by name.
Use sorting options to organize teams based on different criteria (e.g., number of members, alphabetical order).
Toggle between People and Teams views using the top-right switch.
3. Create new teams
Click the "Create" button to set up a new team.
You’ll be able to assign team managers and add members to tailor the structure to your org’s needs.
4. View or edit team details
Click the “Details” button next to any team to see more granular info and potentially edit or update the team structure.
