All Members
The Member Table
A comprehensive view of the entire team, displaying each Member's Name, Email, and Access Level at a glance. Easily send invitations, streamline team management, and maintain a clear overview of roles and permissions within a user-friendly platform.
The tab shows the total number of active Members, including those who have not yet accepted their invitations, as well as Internal Contractors, External Project Contractors (External), and Project Guests.
Sort the Members
Click on a column header to sort the table by Member Name, Email, Access Level, Default Role, or Email Notification in ascending (ASC) or descending (DESC) order. By default, the table is sorted by Member Name in ascending order.
Access levels are sorted hierarchically, starting with Admin, followed by FM (Functional Manager), WP (Work Planner), and TM (Team Member).
Within each role, permissions are prioritized in descending order of access:
Edit (All)
Edit (Project Member)
Edit (Project Manager)
View (All)
View (Project Member)
View (Project Manager)
Member Access, Role and Email Notification
Resend Invitation
Resend a Member their activation email by clicking the Resend Invite button. If a Member has previously logged in, this option is unavailable. Invitation links expire after 24 hours.
Set Default Role
Change the default role of a Member by clicking the value in the Default Role column. The default role defines the Member's role when first assigned to a Project. The role can be changed on a per-project basis after the member is added to a Project.
Email Notification
Toggle the email notification setting for a Member by click the toggle in the Email Notification column. This setting determines whether a Member will receive email notifications. Members may also toggle this setting in their personal settings.
How to archive/unarchive members?
How to set member default bill rate?
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