Team Members List

Team Members lists your in-house team: who they are, their department, role and whether they can sign in.

Overview

This guide explains the Team page, the members table, the menu on each member and a member’s own page. Remote members have their own page; see the Remote Members guides.

Who Can Access

Team members need View Team Members. Without View Team Member Email, emails show as “—”.

Step-by-Step Guide

1. Open Team Members

   Click Team Members in the sidebar. Add Member adds someone. The tabs are Members, Assign Task and the status tabs that show each member’s work.

   

2. Read the table

   Each row shows the member, their email, department, designation, role, join date and status. A role marked · Custom means the member has personal permissions. Search by name, email or role, and use Filter for role and status.

   

3. Use the member menu

   Click ⋮ for View, Sign in as user, Edit, Permissions, Promote to co-admin and Delete.

   

Statuses

You can still open any of these accounts with Sign in as user, except unverified ones. See Sign In as a User.

A Member’s Page

• Overview: their assigned clients, orders, order tasks, tickets and tasks.
• Profile: all their details, an Internal Note only your team sees, and Account Actions: Reset Password & Send Email and Send Welcome Email.
• Assigned Orders, Assigned Order Tasks, Assigned Tasks, Assigned Tickets: their work.
• Activity Logs: what they did, with Open full history. Old entries can be cleared.

Frequently Asked Questions