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Adding Team Members and Setting Their Rates

Invite people, give them a role, and set what their time is worth

The Team page is where you add people and decide what they can see and what their time is worth.

Team List with Rates

The team list, with standard and overtime billing rates and a role icon for each person.

Adding someone

  1. Go to Team and click Create User.
  2. Enter their name and email address — the email is how they sign in.
  3. Set their Standard Billing Rate and Overtime Billing Rate.
  4. Choose their role.
  5. Save. They receive an email invitation to set their own password.

Roles

Role
Access
Super Admin
Everything, including subscription and billing settings
Admin
Nearly everything — day-to-day administration
Manager
Team entries and projects, with limited settings access
User
Their own entries only

The icons in the User Type column show each person's role, with a legend beneath the list.

Billing rates

The rate you set here is the fallback. If a client or project has its own rate, that one is used instead — see the billing rates article for the full order. A rate of 0.00 is the most common reason an invoice comes out empty, so set one when you create the user.

Tip: Set the billing rate at the moment you add someone. It is much easier than discovering a month of their work priced at zero.

Removing someone

Select them and click Disable. Their historical entries and the invoices those entries sit on remain untouched — they simply cannot sign in and stop appearing in dropdowns. Use the All / Active / Disabled filters to see who is in which state.

Exporting

Export to PDF and Export to CSV produce a copy of the team list. Email lets you message selected users from inside the product.