Team Members
Add and manage team members
Overview
The Team Members section allows you to manage all users in your organization. View profiles, assign roles, and track individual performance.
Viewing Team Members
To view your team:
- Navigate to Team in the sidebar
- The Team Members tab shows all members
- Use filters to narrow the list
- Click on a member to view their profile
Member Profile
Each member profile includes:
- Basic Info - Name, email, avatar
- Role - User, Manager, or Admin
- Groups - Teams they belong to
- Projects - Active project assignments
- Time Summary - Hours tracked this period
- Status - Active, inactive, or pending
Inviting New Members
To add someone to your organization:
- Click Invite Member
- Enter their email address
- Select their role (User, Manager, or Admin)
- Optionally add them to groups
- Click Send Invitation
Info
The invitee will receive an email with a link to create their account and join your organization.
Invitation Status
Track invitation status:
| Status | Description |
|---|---|
| Pending | Invitation sent, awaiting acceptance |
| Accepted | User has joined the organization |
| Expired | Invitation not accepted within 7 days |
You can resend expired invitations or cancel pending ones from the Team Members page.
Editing Member Details
To modify a team member's settings:
- Click on the member to open their profile
- Click Edit
- Update their role, groups, or other settings
- Click Save Changes
Warning
Changing a member's role immediately affects their permissions. Be careful when demoting users as they may lose access to certain features.
Member Roles
Each member has one of three system roles:
| Role | Key Permissions |
|---|---|
| User | Track time, view own data, submit timesheets |
| Manager | User permissions + approve timesheets, view team data, manage projects |
| Admin | Full access including organization settings and user management |
Deactivating Members
When someone leaves the organization:
- Open their profile
- Click Deactivate Account
- Confirm the action
Deactivated members:
- Cannot log in or track time
- No longer count toward your plan limits
- Historical data is preserved
- Can be reactivated if needed
Data Preservation
We recommend deactivating rather than deleting members to preserve historical time tracking data for reporting.
Filtering & Sorting
Find members quickly with filters:
- Search - Search by name or email
- Role - Filter by User, Manager, Admin
- Group - Show members of a specific group
- Status - Active, inactive, or pending