§ Personnel file · getting started
Where do I manage my team?
Use My Team for conversations and each employee workspace for role-specific drafts, activity, and review.
Once you sign in, head to My Team. You will see:
- A chat area with the employees currently available on your roster.
- A shared conversation where you can ask for role-specific help.
- An Open workspace button for each employee. That workspace contains the drafts, activity, connections, and review controls supported for that role.
Start in chat. Move to the employee workspace when you need to add information, connect an account, or review prepared work.