Team Management

Teammates work in the team dashboard. Their workspace role determines the requests, clients, billing tools, and settings they can use. Client portal users are managed separately in Clients.

Access

Open Team in the team navigation. Managing teammates requires manage_workspace_members. Available member slots depend on your workspace plan.

Add one teammate

1. Choose Add Team Member.
2. In the single-member tab, enter their name and email.
3. Select a role from the available team roles.
4. Optionally add a position and phone number.
5. Leave Send Invitation enabled to email an invitation, or turn it off to create the teammate directly.
6. Submit the form and check the success or validation message.

Inviting and directly creating a teammate are separate outcomes. An invited person accepts the invitation before joining. Creating directly does not automatically send an invitation when the option is off. The client role cannot be assigned to a teammate.

Invite several teammates

1. Open the bulk invitation tab on the add-member page.
2. Add the recipients' email addresses.
3. Choose the role to apply to the group.
4. Send the invitations and review the results.

You can send up to 25 invitations in one batch. The sender must have a verified email address and the workspace must be active. Use smaller groups when recipients need different roles.

Edit a teammate

Open a team member and choose Edit. You can update their name, email, position, phone, role, and avatar. The edit form also supports setting a new password. Avatar uploads must be images and can be up to 5 MB.

Review role changes carefully: changing a role changes the teammate's access to workspace features.

Use the member's invitation action if they still need an invitation. Check the email address and spam folder when an invitation has not arrived.

Roles and permissions

Open Workspace Settings > Roles & Permissions to manage the workspace's roles. Create or edit roles, choose their permissions, and assign them to users. Custom roles let you give a teammate only the access needed for their work.

Common permission groups cover requests, clients and organizations, services, invoices, messages, tickets, and workspace administration. A role's actual permission selection is the source of truth; access should not be inferred from its display name alone.

Examples of separate responsibilities include assign_requests, update_request_status, send_invoices, and manage_workspace_settings. Report access uses view_all_requests, with additional plan requirements for some reports.

Remove a teammate

Delete a member from their row or detail actions, or select members for bulk removal. The workspace owner cannot be removed through this action.

Removal detaches the person from this workspace. If they have no remaining workspaces, their user account is also deleted. Review their assignments and transfer ongoing work before removal. There is no separate deactivate/reactivate action in the team management screen.

Coordinate work

Use request assignees and followers to keep work visible to the right people. Use Messaging for conversations and Reports to review available team and timesheet metrics. Team capacity and performance tools depend on your plan.

Troubleshooting

• Invitation blocked: Verify the sender's email, the workspace's active status, the batch size, and available team slots.
• Member cannot see a feature: Check their role permissions, the active workspace, the relevant module, and plan access.
• Role missing: Create or review it in Roles & Permissions; client roles are not valid team roles.
• Cannot remove a member: Check whether they own the workspace and review the error shown by the app.