All Members
The Member Table
A comprehensive view of your entire team, showcasing each member's name, email and access level at a glance. Effortlessly send invitations to new members, streamline team management, and maintain a clear overview of roles and permissions, all within this user-friendly and efficient platform.
You can see the total number of active Members on the tab. This includes all Members, even those who have not yet accepted their invitation, as well as Internal Contractors, External Project Contractors (External), and Project Guests.
Please note, this total does not count archived Members.
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?