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Manage members

Kelly Kmitta
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In the Members section you can manage all people in your workspace. Here you set working hours, absence quotas, hourly rates, and other settings.

You can access the member settings via Workspace settings > Members.

Note

Changes in the member settings are only possible with the Admin role.

 

Member overview

The members list shows all people with access to the workspace. There are three roles:

  • Admin: Full access to all settings
  • Member: Can work in the workspace but cannot change settings
  • Guest: Limited access, usually read-only

Click a member to open their detail view and adjust settings.

 

General settings

  • Holidays calendar: Assigns a regional holiday calendar to the person. See the article Managing holidays for more information.


     
  • Working time: Sets the daily working hours for the person. Changes can be given a validity period. See the article Validity period for working time for more information.


     
  • Hourly rate: Sets the individual hourly rate for the person. Hourly rates are stored historically - meaning changes preserve the previous history. See the article Managing hourly rates for more information.


     
  • Person flavors: Additional custom fields for people, e.g. skills or locations. See the article Flavors of type Person for more information.

 

Editing hourly rates

A person's hourly rate is managed under Workspace settings > Members in the detail view of the respective person.

  1. Open Workspace settings > Members
  2. Select the person and open their detail view
  3. Scroll to the Hourly rate section
  4. Click Edit and set the new hourly rate

Editing a person's hourly rate

If the hourly rate changes over time, multiple rates with a validity period can be stored. This keeps the history of changes traceable.

Hourly rate with validity period

Note

Editing hourly rates is only possible for people with the extended permission HR - not for all admins. For more on hourly rates at project level, see the article Managing hourly rates.

 

Quotas

In the Quotas tab you manage absences such as Vacation, Sick leave, Parental leave, and Special leave.

Note

  • The absence types shown here are examples - the absence types in your workspace may differ.
  • See the article Managing absence types for more information.

Editing quotas

 

Teams

Members can be assigned to one or more teams. This facilitates collaboration and task distribution. See the article Managing teams for more information.

One or more people can also be designated as team lead for each team. Click the + icon in the Team lead field of the respective team. Team leads with at least the Member role gain access to the Team workload tab in resource planning.

Managing teams

 

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