Details

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Edit and See Member Details

By clicking on the member row or selecting the three dots followed by the pencil icon, you can access the selected member’s page. This page provides comprehensive information about the member’s personal details and employment history.

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Basics

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Member Details

On this page, you will find the following key information about the member:

• Profile Picture: View the member’s profile picture for easy identification.
• Full Name: The complete name of the member.
• Email: The member’s email address for communication.

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Member Since Date

This section displays the date when the specific member joined the workspace, providing context for their tenure and contributions.

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Skill(s)

View the assigned skills to the member.

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Position

View the assigned position to the member.

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Roles

View and edit the roles assigned to the member. For more information on managing roles. Learn more about roles:

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Financial

View key financial metrics related to the specific member and their production. Filter the main metrics by time period.

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Time logged

How many hours the member has logged in the selecte time period.

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Revenue

How much revenue has the member generated in the selected time period. Formula: Hours registered in period * Member rate on individual tasks

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Billable hours distribution

What is the distribution in percentage and actuals between hours registered on billable and non-billable tasks.

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Cost and capacity

An overview of the members contract at the company such as hourly rate, available hours per week and more.