Members and Invites Overview


This video is divided into chapters, to skip directly to the Members section, please click here

This support article will provide the steps in managing actions on the Members’ page.

    1. Inviting team members
    2. Updating a team member profile (Role, Payment, Weekly limit)
    3. Remove a team member
    4. Enabling/ Disabling tracking for a team member
    5. Batch action

     

    Inviting team members

    Step 1

    Click on the Members tab on the left sidebar, then click Invite member towards the top right corner.

    Step 2

    Enter the email address of each team member you’d like to invite on separate lines, then select their role within the organization and you also have the option to select the projects you want them to be added to.

     

    Updating a team member profile (Role, Payment, Weekly limit)

    Step 1

    Click on the Members tab on the left sidebar.

    Click the option that you want to update:

    1. Organization role (Owner, Manager, User)- Organization roles explained
    2. Project role (Manager, User, Viewer)
    3. Payment
    4. Weekly limit

    Option 1

    Assign the appropriate role.

    Option 2

    Assign the projects and project role for the user.

    Option 3

    Update the Pay period (none, weekly, twice per month, bi-weekly, monthly).

    Update the Pay type (hourly, fixed amount).

    Update the Pay rate and Bill rate.

    Option to activate /deactivate the timesheet approval feature. Timesheet approval feature article.

    Option 4

    To add a weekly limit, click on the Members tab on the left sidebar.

    Click on the Create button, Then a pop-up window will open, indicate the weekly limit in hours.

    For a more in-depth look at the features of the Weekly limits. Read Here

     

    Remove a team member

    Step 1

    Click on the Members tab on the left sidebar.

    Click Actions to the right of the member you want to remove, then click the Remove member option from the dropdown.

    Click Ok on the confirmation box.

     

     

    Removing a user from the organization will not delete historical data. All of it will be available on the Time & Activities page by filtering the corresponding dates.

     

    Enabling/ Disabling tracking for a team member

    You can enable or disable time tracking for members in your organization.  Disabling time tracking for anyone will remove all of the projects from their timer and you won’t be able to add manual time for them.

    Step 1

    Click on the Members tab on the left sidebar.

    Click on the Actions button to the right of the team member you want to enable/disable time tracking.

     

    Batch Action

    Step 1

    Click on the Members tab on the left sidebar.

    Select the users that will require batch actions by checking the box beside the user.

    Click on the required batch action and the users will be updated.

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