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. Team member onboarding
    2. Inviting team members
    3. Adding users to Teams
    4. Adding projects
    5. Setting up payment options
    6. Adding user limits
    7. Remove a team member
    8. Enabling/ Disabling tracking for a team member
    9. Batch Actions

All of the options above are accessible via the Members page on the sidebar:

Team member onboarding

The team member onboarding feature allows owners/managers to check which users have created a Hubstaff account, downloaded the app, tracked time, and also sends reminders to users to complete setting up their accounts.

To access the dialog box, go to the Members page Members on the left-hand sidebar then click on “Onboarding status”.

A popup dialog should appear where you can see the status onboarding status of each user (email address).

For more details, please check the team onboarding support article Here.

Inviting team members

To invite a team member, simply navigate to Members on the left-hand sidebar then click on “Invite Member”.

A popup dialog should appear where you can fill in the role and the project/s the user will be added to. Once you’re finished, press Send. An invite email with a confirmation link will be sent to the user. Once clicked, they can set-up their own Hubstaff account and will automatically be added to your organization.

Adding users to Teams

To add users to a team, first, you’ll have to add a Team by navigating to the Teams tab on the sidebar, then click on “Add team.”


Then, go to Members -> Teams -> click on the pencil icon to add a user to a Team:

Adding projects

To add projects for a team member, go to Members -> on the Projects column, click the pencil icon to open the Edit project memberships dialog.

Assign the projects for the user.

Setting up payment options

  1. Update the Pay period (none, weekly, twice per month, bi-weekly, monthly).
  2. Update the Pay type (hourly, fixed amount).
  3. Update the Pay rate
  4. Update the Bill rate.

Optional: Activate/deactivate the timesheet approval feature. Click here to learn more.

Adding user limits

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

Click on the Create button (pencil icon), Then a pop-up window will open, indicate the weekly limit/ daily limit in hours, and then Save.

For a more in-depth look at the features of the limits click the links below.

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 disallow users from tracking time 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 Actions

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.

Step 2

Select the action you wish to apply in bulk on the list of batch actions:

 

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