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:

  1. Navigate to Team in the sidebar
  2. The Team Members tab shows all members
  3. Use filters to narrow the list
  4. 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:

  1. Click Invite Member
  2. Enter their email address
  3. Select their role (User, Manager, or Admin)
  4. Optionally add them to groups
  5. 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:

StatusDescription
PendingInvitation sent, awaiting acceptance
AcceptedUser has joined the organization
ExpiredInvitation 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:

  1. Click on the member to open their profile
  2. Click Edit
  3. Update their role, groups, or other settings
  4. 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:

RoleKey Permissions
UserTrack time, view own data, submit timesheets
ManagerUser permissions + approve timesheets, view team data, manage projects
AdminFull access including organization settings and user management

Deactivating Members

When someone leaves the organization:

  1. Open their profile
  2. Click Deactivate Account
  3. 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
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