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For: Firm admins5 min read

People and hierarchy

The reporting hierarchy decides who reads whose status. Keep it accurate and the roll-up takes care of itself.

Add and edit people

  1. In People & Hierarchy, add a person with their work email, name, role and time zone, or import many with the people template.
  2. Choose their manager. Stafio rejects a manager change that would create a loop.
  3. Choose their hierarchy level.
  4. Mark contractors as contractors and record their cost rate for margin.

Hierarchy levels

Your firm decides its levels. The default set is CEO, VP, Account Manager, Project Manager / Manager and Individual Contributor. Firm admins can rename, add or remove levels for the firm. Levels describe seniority; the role still decides permissions.

Financial visibility

Turn on Financial access for each person who should see rates, SOW dollar totals and margin. It is off unless a firm admin approves it, and every change is audited.

When someone leaves

Deactivate the person. They lose sign-in immediately, all their sessions are revoked, reminders stop, and their history stays in place.