We have a clear and structured platform for managing your company's teams and managers.
You can easily add managers with varying levels of permissions and access across teams.
In this article you will find:
How to create a team
✅ Step 1 – Add new team
Select the Options menu on your home page and click Add A New Team.
You can also review existing teams, make changes, and add teams by selecting the Organization Settings tab on your home page, selecting the Teams tab, and clicking Add team.
✅ Step 2 – Name the team
✅ Step 3 – Add managers
Check the box next to the managers you want to add the team.
You can also search for a manager by entering a name or email address.
✅ Step 4 – Select the role for each manager
Click Assign Role to assign the worker one of the seven roles that we offer for team managers:
- Team Admin : Admins have the highest permission level and can manage all team settings
- People Manager and Payer : Can manage people and contracts, and adjust and perform payments
- People Manager : Can manage people and contracts and adjust payment items.
- Payer : Can perform payments, adjust payment items, and file tax forms.
- Onboarding Specialist : Can create, edit and set end date for contracts.
- Viewer (Sensitive Data) : Can view both personal details and professional sensitive data
- Viewer (Non-Sensitive Data) : Can only view non-sensitive professional information
Please see What Are The Different Roles For Team Managers In Deel? for a more comprehensive breakdown of what each manager role is permitted to do within the team.
✅ Step 5 – Create Team
You can only create the team when every manager has a designated role.
Team Admins can add managers and edit roles, but only in their team.
Organization Admins can edit roles and permissions, and add or remove managers, to any team.
How to add team managers
✅ Step 1 – Invite new manager
Select the (1) Organization Settings tab on the home page, select the (2) Managers tab, and then click (3) Invite Manager
✅ Step 2 – Fill out personal details
✅ Step 3 – Assign teams
Assign the manager to teams to give them specific roles and permissions.
Managers who are not assigned to at least one specific team will not be able to access teams in the organization.
You can assign a manager to one team or multiple teams.
If you select multiple teams, you can enable the toggle to assign the same role for the manager across all selected teams. Or, click Assign Role for each team to personalize the role per team.
✅ Step 4 – Assign Role
Click Assign Role to assign the worker one of the seven roles that we offer for team managers:
- Team Admin : Admins have the highest permission level and can manage all team settings
- People Manager and Payer : Can manage people and contracts, and adjust and perform payments
- People Manager : Can manage people and contracts and adjust payment items.
- Payer : Can perform payments, adjust payment items, and file tax forms.
- Onboarding Specialist : Can create, edit and set end date for contracts.
- Viewer (Sensitive Data) : Can view both personal details and professional sensitive data
- Viewer (Non-Sensitive Data) : Can only view non-sensitive professional information
Please see What Are The Different Roles For Team Managers In Deel? for a more comprehensive breakdown of what each manager role is permitted to do within the team.
Depending on the role you select, you may also have the option to add additional permissions.
It is not possible to edit additional permissions for the Team Admin or Viewer (non-sensitive)
✅ Step 5 – Review and confirm
Confirm the manager's role for each team you have selected.
Click Invite Manager.
The worker will receive an email from Deel with instructions on how to confirm and set up their account.
How to edit team managers
✅ Step 1 – Open managers list
Select the (1) Organization Settings tab on your home page and then select (2) Managers
Click the manager's name that you wish to edit access.
✅ Step 2 – Edit or delete manager role
Click the blue pencil edit icon to change the manager role or remove from teams.
Click Assign Team to assign the manager to additional teams.
You can remove all manager access by clicking Delete Manager.