SidebarUsers lists everyone in your organization, and everyone you've invited who hasn't joined yet. Only Admins see it.
Find people
Search by name or email, or use the status tabs with live counts: All, Active, Invited, Expired and Revoked. The list is sorted alphabetically. The table shows Name (with the email underneath), Employee ID, Reports To, Role, Projects, Member since and Actions, with 10, 20 or more rows per page. For invitations, see Invitations.
Select a row to open the person's profile, or hover a name or email to copy it. Under Actions, the pencil edits them and the trash icon removes them. You can also change a role straight from its cell in the table. What a role allows is described in Roles at a glance.
View a profile
Select a person's name. The profile header shows their name, email, role and an Edit button, followed by:
| Field | Notes |
|---|---|
| Employee number | Set by an Admin. |
| Designation | Job title. |
| Role | Admin, Lead or Member. |
| Reports To | Their manager. This builds the Org Chart. |
| Member since | When they joined. |
| Updates this month | Daily updates submitted this month. |
| Projects assigned / Projects managed | Projects managed is shown for project managers. |
| Approvals given | Daily updates they approved as someone's reporting manager. |
The tabs below are Overview, Updates and Projects. Overview shows Hours this month, Avg progress, Updates this month and Blocked updates (all time). Charts show Hours per day (last 7 days), Hours by project (this month), Update status (all time) and Progress trend (monthly average).
Edit a user
From the profile select Edit, or use the pencil icon, then Update User.
| Field | Required | Details |
|---|---|---|
| Name | Required | Display name. |
| Required | Must use the company domain. A change is confirmed through a link sent to the new address, valid for 1 hour. | |
| Employee number | Optional | For example TS-001. Must be unique in your organization. |
| Role | Required | Admin, Lead or Member. |
| Designation | Optional | Chosen from a list of job titles, such as Software Engineer, QA Engineer or Engineering Manager. |
| Reports To | Optional | The person's reporting manager, who approves their daily updates. See Org chart and reporting lines. |
Changing someone's role
| Change | What happens |
|---|---|
| Lead → Member | They stop being project manager anywhere, and stay on their projects as a Member. |
| Lead or Member → Admin | They're removed from every project team; Admins can see every project anyway. |
| Admin → Lead or Member | They're on no project teams until someone adds them to one. |
Remove a user
Select the trash icon and confirm. The person is removed from your organization and signed out everywhere. This can't be undone. You can't remove yourself, or the organization's last Admin.