Team Management

Easily collaborate by organizing users, projects, and resources into dedicated teams.

Creating Your First Team

1. Navigate to Teams
2. Click "Create New Team"
3. Enter your team name
4. All existing projects will automatically assign to this team
5. Click "Save" to create

Note

Existing projects automatically join your first team. Once a project is assigned to a team, it can not be changed.

Adding Team Members

Invitation Process

1. Select your team → Click "Add Member"
2. Enter the member's email address
3. Set appropriate permissions (see below)
4. Select projects to share
5. Click "Send Invitation"

Invitation Status

• Existing Users: Immediate access to shared projects
• New Users: Receives email invitation to register

Permission Levels

Team-Level Permissions

Role	Capabilities
Member	Work on assigned projects
Manager	Add projects/tags/rates + member management
Owner	Full control (including team deletion)

Project-Level Permissions

Role	Capabilities
Member	Add personal tasks (view only their work)
Manager	View/edit all tasks + manage members
Owner	Full control (only role that can delete project)

Best Practices

• Start with minimal permissions, upgrade as needed
• Use multiple teams for different departments/clients
• Name teams clearly (e.g., "Marketing Team" or "Acme Corp Project")
• Audit team members quarterly