Managing users, offices, roles, and org structure.
Understanding offices and org structure
How offices are structured, what they control, and how staff are assigned.
Managing office deadlines, timezones, and digest settings
How to configure the deadline, opening hours, workdays, and Priority Digest for any office as an Admin.
The Head of Office role
How the Head of Office differs from a regular manager and when to use it.
Team Structure
How managers and Heads of Office view and export their team or office org chart.
Company Structure
How CEO, Admin, and Chief of Staff users view the organisation-wide reporting structure.
Adding and managing users
How to add users, import staff and offices, resend invitations, and manage account access.
Assigning roles and designations
All available designations, what they unlock, and how to assign multiple roles.
Exempting a user from report submission
How Admins mark a user as exempt so they are excluded from submission rates and reminders.
User status and presence
How staff set availability and how managers see status updates.
CC recipients
How Heads of Office grant passive report access and submission notifications to additional recipients.
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