HR / Team
Add-on
Employees, extended roles and invitations — depending on unlock.
Not part of the Core CH base roles.
Value: Manage team members, access and rights — beyond the three base roles.
Base vs. HR
| Level | Roles |
|---|---|
| Base (Core CH) | only Owner · Employee · Fiduciary |
| HR / Team | extended roles and finer permission matrix (Cockpit, Dashboard, modules, …) |
Cockpit and Dashboard remain permission-gated in every case — see Login and Core CH offering.
Typical flow
- Open HR / Team
- Invite employees
- Assign role / rights (including Cockpit and Dashboard access)
- Verify the employee’s login