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Team

The team list contains valuable information for each member:

  • Name: The team member's name.
  • Phone: The phone number of the team member (if provided).
  • E-mail: The team member's email address used for communication and account verification.
  • Roles: The assigned role within the team - can be Owner, Admin, Invoice Manager, or Member.
  • Access: The level of platform access granted to the team member.

Defining Team Member Roles

Each team member can be assigned one of four roles, each with different permissions:

  • Owner: The Owner, typically the creator of the team, has full control over all team settings and can manage projects and tasks.
  • Admin: Admins have the same permissions as the Owner.This role is for team members who manage team settings and projects.
  • HR: HR role has the same permissions as the Owner,except for the ability to manage invoicing processes and Subscription page.
  • Project manager: Project Manager role has the same permissions as the Owner,except for the ability to manage invoicing processes and Subscription page.
  • Invoice Manager: Invoice Managers are responsible for managing the team's invoicing process, including creating and sending invoices to clients.
  • Recruiter: Does not have access to Clients page, Invoices, Subscriptions.
  • Member: Members have access to team projects, tasks, and time tracking features, but they cannot access team settings or invoicing features.

Inviting, Editing, and Removing Team Members

Invite New Members:

  1. Click the "Invite to team" button.
  2. Enter the new member's email address in the appropriate field.
  3. Select the project or projects that the new member will be added to from the "Select project..." dropdown menu.
  4. Click "Send request" to invite them.

Edit Member Access or Role:

  1. Locate the team member in the list and click on the "Edit" button next to their name.
  2. Update the member's access, team role, or tags as necessary.
  3. Click "Save" to apply these changes.

Remove a Team Member:

  1. Locate the team member in the list and click the "Edit" button next to their name.
  2. In the edit window, check the "Delete user" box.
  3. Click "Save" to confirm the deletion.

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