People & Roles

The People page is where you manage both your clients and your team. It provides a unified view of everyone connected to your organization.

Tabs

The People page has two tabs:

Clients Tab

Displays all clients who have interacted with your portal:

Column	Description
Name	The client's display name
First Seen	When they first signed up
Last Seen	Their most recent activity
Active Projects	Number of currently active projects
Total Projects	Lifetime project count

Clients are automatically tracked when they sign up through your portal — no manual entry needed.

Team Tab

Shows all members of your organization:

Column	Description
Name	Team member's display name
Role	Their assigned role (Owner, Admin, Member, or custom)
Joined	When they joined the organization

Role-Based Access Control

Harbory includes a flexible RBAC system to control what team members can do.

Default Roles

Role	Description
Owner	Full access to everything. Cannot be removed.
Admin	Can manage services, settings, and team members
Member	Can view and work on requests, but limited management access

Custom Roles

Create custom roles with granular permissions:

1. Click Manage Roles on the Team tab
2. Click Create Role
3. Enter a role name and description
4. Toggle individual permissions on/off
5. Save the role

Assigning Roles

To change a team member's role:

1. Find the team member in the Team table
2. Click their current role badge
3. Select a new role from the dropdown
4. The change takes effect immediately

Available Permissions

Permissions can be toggled individually for each custom role:

• Manage services — Create, edit, and delete services
• Manage requests — Create and modify requests
• View billing — Access billing and payment information
• Manage team — Invite and remove team members
• Manage settings — Modify organization settings

Removing Team Members

Organization owners and admins can remove team members:

1. Find the team member in the Team table
2. Right-click or use the context menu
3. Select Remove member
4. Confirm the removal

The organization owner cannot be removed.