Teams

Teams allow you to collaborate with others by organizing users and projects together. You can create multiple teams for different clients or departments and control who can access specific projects.

Create Your First Team

1. Go to Teams
2. Enter a name for your team
3. Click Activate Teams

Your existing projects will automatically be assigned to this first team.

info

Once a project is assigned to a team, it cannot be moved to a different team.

Add Team Members

1. Click on a team from the list
2. Click the Add Member button
3. Fill in the member details:
   • Email address (required)
   • First name and last name (optional)
   • Employee ID (optional)
   • Permission level
4. Select which projects to share with this member
5. Choose the permission level for each project
6. Click Save

What Happens After You Invite Someone

• If the person already has an account, they get access immediately
• If the person is new, they receive an email invitation to create an account

Understanding Permissions

Team Permissions

When you add someone to a team, you choose their team role:

Role	What They Can Do
Member	Track time on projects they're assigned to
Manager	Everything a Member can do, plus: manage team members, create projects, add tags and rates
Owner	Everything a Manager can do, plus: delete the team

Project Permissions

For each project you share, you set a separate permission level:

Role	What They Can Do
Member	Create and view their own tasks only
Manager	View and edit all tasks, add other team members to the project
Owner	Everything a Manager can do, plus: delete the project

Create Additional Teams

Click the + New Team button in the top right corner to create more teams. You can create separate teams for different clients, departments, or purposes.