How to manage members

Quick answer

Use the Members page to add people, assign roles (Company Owner, Company Admin, Company Member), organize groups, manage vacations, and export member data. Company Admins and Company Owners have full control; regular Company Members can only view their own profile.

Who can do this

• Company Owners — full control over all members, groups, and settings.
• Company Admins — can add, edit, and deactivate members, manage groups, and approve vacations. Cannot modify the Company Owner account.
• Company Members — can view the member list but can only open and edit their own profile.

The member list

Path: Members in the left navigation.

The Members page has three tabs:

• Members — all individual team members with name, email, role, status, and quick actions.
• Groups — member groups with name and member count.
• Vacations — vacation and absence requests (Company Admins and Company Owners only).

Use the filter bar to narrow the list by status, company (for multi-company accounts), or custom fields. Use Search to find a specific person. Click Properties to show or hide columns.

Adding and inviting members

1. Click the Add member button in the top-right corner of the Members tab.
2. Choose a member status: Active (full access) or Limited (restricted access, free seat).
3. Enter the member’s email, first name, and last name.
4. Optionally set an External ID and assign them to one or more groups.
5. Check the Administrator box if the person should have Company Admin privileges.
6. Click Save to send an invitation.

The new member appears with an Invited status until they accept. Resend the invitation by clicking the mail icon in their row. Your current plan’s member limit is shown at the top of the list.

Member statuses

Status	Access	Seat count
**Active**	Full access	Paid seat
**Invited (Pending)**	Invitation sent, not yet accepted	Paid seat
**Limited**	Added to system, no login access	Free until activated
**Inactive**	No access	No charge

Member groups

Groups let you organize members into teams or departments. They are useful for filtering tasks, assigning work, and running reports.

Creating a group

1. Switch to the Groups tab.
2. Click Add group.
3. Enter a group name and select which members belong to it.
4. Save the group.

You can also assign a member to groups from the Add/Edit member dialog by selecting groups in the Select groups dropdown.

Bulk actions

Select multiple members using the checkboxes on the left. On the Members tab: select members and click View report to open a combined performance report. On the Vacations tab: select vacation requests and click Approve or Decline to process in bulk.

Exporting member data

Click the action menu (top-right corner) to access:

• Export members — CSV with visible columns and applied filters.
• Export members with all fields — CSV including all member fields.
• Export vacations/absence — vacation data as CSV.
• Import vacations/absence — upload a CSV or Excel file to bulk-import vacation records.

Member profile tabs

Click a member’s name to open their profile. Available tabs depend on your company’s feature settings:

• Profile — personal information, email, name, avatar.
• Info — additional member fields (requires Workforce Management app).
• Notes — internal notes about the member (requires Workforce Management app).
• Agreements — work agreements and flextime settings (requires Flextime app).
• Vacations — vacation balances and history (requires Vacations feature).
• Performance — BI Analytics data for this member (requires BI Analytics, Company Admin or Company Owner only).

Deactivating members

When a team member leaves or should no longer have access:

1. Open the member list and click the edit icon next to their name.
2. Change their status to Inactive.
3. Save the changes.

Deactivating a member preserves their historical data — time entries, task assignments, and reports all remain intact. The member loses access and no longer counts toward your active member limit. Inactive members are hidden from the default list; change the Status filter to find them.