You can filter by teams throughout the software: in a project, reports, workload, on the team page and more. This is especially helpful if your team is large or you have multiple departments working on the software.
Users & Teams
The users & teams page allows you to add users, delete users and edit user profiles. You can see the teams you have added in the upper-right dropdown menu. The default view will be everyone but you can easily filter by any teams that you have added.
To add a user to a new team, click the three ellipses on the far right of their name and select "view profile."
On the profile page, you'll see information such as country, phone number, hourly rate and more if you have added this information.
Hourly Rate
If you input an hourly rate here, it'll prompt the planned and actual resource cost to calculate automatically on the Gantt, reports and dashboards. When a project rate is set, it will override all resource-base rates, allowing you to give a fixed project rate regardless of who does the work.
User Role
A team member can be one of four roles: global admin, admin, manager or team member. The admin has the most access to the software and will automatically see the account and security page. The manager and team member roles are completely customizable.
Some account levels also have the option to assign team members a role of guest or a custom role.
Teams
If you add a team member to a team, you can filter by teams throughout the software, including the workload, reports, the team section and schedule in the Gantt. To add a new team from the profile page, click the dropdown menu and you will see all teams you have previously created.
Click on the "add a team" button to create a new team. Once a new team is added, it will appear on the dropdown list. You can add a person to the new team you created by checking the appropriate box.
Skills
If you add a skill to a team member profile, you will be able to filter by skills when scheduling in the Gantt. To add a new skill from the profile page, click the dropdown menu and you'll see all skills you have previously created.
Click on the "add a skill" button to create a new skill. Once a skill is added, it will appear on the dropdown list. You can assign the skill to the user’s profile by checking the appropriate box.
Approver
If you add a timesheet approver, the time card will be sent via email to the approver once it is approved.
Project Access
This field determines what access the team member has. If they have access to a project, they will be able to see the project as well as update tasks.
If you click the teams dropdown, any teams they have been previously added to will appear here. You can remove a user from a team, add them to a new team or create a new team directly from this dropdown.
There's no limit to the number of teams a user can be added to. For example, a VP of Marketing may want to be on the marketing team but also the executive team. You may choose to create teams by region, title or department.
Tip! If you have imported users, you will see their name and email on the users & teams page, where you can add them to a team.
More Ways to Add Teams
You can add or remove users from teams on the team page as well. On the team page, you can hover over the team column on the left-hand side to add or remove a user from a team. You can also delete or edit any existing teams by clicking the small settings gear icon.
If you click the ellipses menu for a user on the left side of the page and click view profile, you can add and update teams in the same way as on the users & teams page, as described above.