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Adding Team Members and Setting Their Rates

Add users, choose what they can access, and set their billing rates

Applies to: Billing

When someone joins your team, add them on the Team page. Two settings matter most: their role (what they can see) and their billing rate (what their time is worth on invoices).

Team List with Rates

The team list, with each person's standard and overtime rates and a role icon. Click the picture to see it full size.

Adding a User

  1. Click Team, then Create User.
  2. Enter their name and email address. They'll sign in with this email.
  3. Set their Standard Billing Rate and Overtime Billing Rate.
  4. Choose their role (below).
  5. Save. They get an email invitation to set a password.
Note: Set the billing rate now. If it's left at 0.00 and no client or project rate covers their work, their hours invoice at $0.00. See How Billing Rates Work.

Choosing a Role

Role
Give it to someone who needs
Super Admin
Everything, including the subscription
Admin
Nearly everything, to run the account day to day
Manager
Team entries and projects, with limited settings
User
Only their own time and expenses

The icons in the User Type column show each person's role. The legend is below the list.

When Someone Leaves

  1. Select them in the list.
  2. Click Disable.

They can't sign in and drop out of the dropdowns, but their entries and invoices stay. Use the All | Active | Disabled filters to see disabled users.

Other Things on This Page

  • Export to PDF or Export to CSV downloads the team list.
  • Select users and click Email to send them a message.

Common Problems

  • The new user didn’t get the invitation. Check the email address on their record, and ask them to look in their spam folder.
  • Their hours invoice at $0.00. Their Standard Billing Rate is 0.00. Set it, then rebuild any draft invoices. See How Billing Rates Work.