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The Member Page provides a comprehensive view of all members in your workspace, allowing you to manage user roles, allocations, and settings effectively. This page consists of three main tabs: Overview, Allocations, Contractors and Settings.

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Overview Tab

In the Overview tab, you will find a list of all members currently in the workspace. This section provides essential information about each member, including their names, roles, and status. There are two ways to visualise members; list and org chart. In the top left corner of the page toggle between both.

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Invite New Members

To expand your team, you can use the Invite button to invite new users to join the workspace. Clicking this button will prompt you to enter the email addresses of the individuals you wish to invite, as well as choose their role and team(s), allowing for seamless onboarding of new members.

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Allocations Tab

The Allocations tab provides insights into each member’s workload and task assignments over a selected time period. Here, you can view:
  • Member Allocations: See how each member is allocated across various projects and tasks.
  • Task Details: Access specific tasks assigned to each member, helping you monitor progress and manage workloads effectively.
This information is crucial for ensuring that team members are not overburdened and that project deadlines are met.

Workspace capacity

Learn more about workspace capacity.

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Contractors

The contractors page allows you to create and save external contractors in a simple table format. Here you can define each person’s: name, contact details, notes, skills and hourly rate as well as their current status (Active, Inactive and Hired).

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Settings Tab

In the Settings tab, you have the ability to customize member positions and skills.
  • Positions: Define a positions name and it’s default billing rate. A position is then assigned to a workspace member. (a member can only have one position at a time).
  • Skills: Create workspace skills by name and compentency level, you can later then assign one or multiple skills to a workspace member.
Positions and skills are filterable in the project member assigment step, ensuring to choose the right members based on project requirements.