Overview
Managing your team in SimplyManage
Overview
Team management in SimplyManage helps you organize your workforce, track utilization, and manage permissions. Whether you have a small team or a large organization, these tools keep everyone aligned.
Info
Team management features are available to users with Manager or Admin roles. Users can only view their own profile and team memberships.
Team Features
Team Members
View and manage all members of your organization:
- Add new team members via invitation
- View member profiles and contact information
- Assign roles and permissions
- Track individual performance and time
Learn more about team members →
Groups
Organize members into logical groups:
- Create teams, departments, or skill-based groups
- Assign projects to entire groups
- View group-level reports
- Manage group permissions
Utilization
Monitor team capacity and workload:
- Track billable vs. non-billable time
- View utilization percentages
- Identify overworked or underutilized team members
- Plan resource allocation
Learn more about utilization →
Roles & Permissions
Control access with role-based permissions:
- Three system roles: User, Manager, Admin
- Project-specific roles and access
- Custom permission configurations
Learn more about permissions →
Accessing Team Management
To access team management features:
- Navigate to Team in the sidebar
- Use the tabs to switch between Members, Utilization, and Groups
Team Hierarchy
SimplyManage supports a simple organizational structure:
| Level | Description |
|---|---|
| Organization | Top-level entity containing all members |
| Groups | Optional groupings within the organization |
| Members | Individual users with assigned roles |
Quick Actions
- Invite Member - Add someone new to your organization
- Create Group - Set up a new team or department
- View Reports - See team-level analytics