Overview
The team section contains:
Header: On the left, there is the dropdown list to display active or archived team members and on the right, there is the button to invite new team members.
Team member list: a list of all the current team members' emails, invitation status, roles, schedules, hourly rates, and costs.
Team member detail: access to team member permissions, information, rates, and reports. When you select one, you'll see their settings in the main pane.
Invite team members
Roles: admin | All Plans
Invite team members to your workspace.
How to invite team members:
|
📝 We'll send email invites to the entered email addresses with further instructions for the new users on how to set up their accounts. Specifically, they’ll be required to click on the invite link they received per email, enter their username, and create a password.
💡 You don’t need to wait for new users to set up their accounts. Once you’ve sent out the invites, you can already start assigning projects and tasks to them.
Send invite link by email
Roles: admin | All Plans
If your team members are having trouble receiving their email invites and their invitation status is pending, you can send an invitation link by email.
How to send invite links to team members:
|
⚠️ If you've sent an invite to a coworker and they still have not accepted it, you'll be able to visualize the Delete User button to erase the granted access.
It is not possible to delete users that have already accepted the invite, only to archive them.
Archive and reactivate team members
Roles: admin | All Plans
By archiving a team member, all their current active tasks will be automatically marked as completed and their access to your workspace will be blocked so that the team member won’t be able to log in again into your company workspace.
Archiving users in TrackingTime is the equivalent to deleting them but better, as you get to keep their data in your system, in case it's needed for reports!
How to archive team members:
|
💡 Useful for when an employee no longer works at your company, and you want to remove their access from your workspace but still want to preserve all their completed tasks, timesheets, etc.
📝 The user who is currently set up as the account owner cannot be archived.
How to unarchive team members:
|
⚠️ If you’re subscribed to our PRO user plan, you’re charged by active user. This means that archiving and re-activating users affects your monthly subscription costs.
Team member roles
Roles: admin | Paid feature
There are three team member roles with different permission levels: Administrator, Project Manager, and Coworker:
Coworkers: can only track time and edit tasks on projects they have been assigned to, and can only see their own time. You can set further permissions for this role:
Can edit time entries: allows the coworker to add and edit time entries, if this option is not checked they will be only able to track with the timer.
Can edit tasks: allows the coworker to edit task details, re-assign them, and delete them.
Can edit projects: allows the coworker to edit project details, re-assign them, and delete them.
Project managers can view and edit all projects, create timesheets and reports, and delegate tasks to coworkers.
Administrators can do all of that and also invite people to join the account, see and edit rates and costs, edit account details and settings, as well as cancel their TrackingTime account.
How to change team member role:
|
⚠️ Role assignment is a PRO and Business feature! Roles cannot be modified on a Free account and Admin roles will be assigned to every user on the Free workspace.
Projects access
Roles: admin | Paid feature
Admins can select the active projects that coworkers should have access to. Team members with the coworker role need to have access to the projects and be assigned to the tasks to be able to track time against them.
How to grant or revoke project access:
|