Benutzer einladen und Rollen in deinem Arbeitsbereich zuweisen

As a Workspace Admin or Owner, one of your primary responsibilities is to manage the users within your workspace. This includes inviting team members, assigning roles, and managing user profiles. With these capabilities, you can ensure your team has the proper access to track and manage time efficiently.

In this guide, we’ll walk you through the process of inviting users, assigning roles, and managing user settings to ensure your workspace is set up for success.

Invite users to your workspace #

To get started, you’ll need to invite team members to your workspace, so they can track time. As an Admin oder Besitzer, you’re the only ones who can invite users to the workspace.

Steps to invite users:

1. Gehe zur Registerkarte Team gehen
2. Depending on the type of member you’d like to add, go to Voll oder Limited -Registerkarte
3. Klicke auf Add full/limited member
4. Enter the email addresses of the users you want to invite. You can invite multiple users at once by separating the emails with commas or by entering them one by one.
   Kostenloser Plan: You can invite up to 5 users at once
   Paid plan: You can invite an unlimited number of users
5. Send invitation:
   • Klicke auf Hinzufügen to send the invitations
   • If you don’t want the users to receive the email immediately, you can uncheck the Send email invite option and send the invitations later

Benutzer manuell einladen #

If you’ve added users but they haven’t received an email invitation, you can manually resend the invitation:

1. Gehe zur Registerkarte Team gehen
2. Klicke auf die drei Punkte next to the user’s name
3. Wählen Send an invite email

Accept the invite #

Once invited, users will receive an email with an activation link. 

To accept the invite:

1. Click the activation link in the email
2. Verify email: They’ll be asked to verify their email address
3. Du sollst mit der Zeiterfassung beginnen,: After successful verification, they can log in and start tracking time within your workspace

If the person already has a Clockify account, they’ll receive an email and a notification in Clockify. They will need to click Accept in the notification to join the workspace.

Manage user profiles #

As an Admin or Owner, you can edit team members’ profiles directly from the Team page. Here’s how:

1. Gehe zur Registerkarte Team gehen
2. Klicke auf die drei Punkte next to the member’s name
3. Edit profile
   • Set their week start, Arbeitstage, und daily work capacity

Assign roles #

You can assign different roles to users, giving them varying levels of access to your workspace. Here’s how to assign roles:

Mitarbeiter zu Administratoren machen #

To make someone an Admin:

1. Gehe zur Registerkarte Team gehen
2. Klicke auf +Role next to the user you want to make an Admin
3. Die Option Admin box and click Speichern

Only the workspace Owner can remove the Admin role from someone.

Mitarbeiter zu Besitzern machen #

Transfer ownership to another user via your CAKE.com account.

1. Open your Profileinstellungen in der rechten Ecke oben klicken
2. Klicke auf Manage CAKE.com account button
3. You’ll be redirected to your CAKE.com account
4. Gehe zur Registerkarte Members gehen
5. Click on the workspace member you’d like to transfer the ownership to
6. Open the three-dots menu in the top right corner
7. Wähle Besitz übertragen

Once the ownership is transferred, you’ll be downgraded to an Admin, and the new Owner will receive a notification.

For more information on how to transfer ownership to another user, check out this article.

Deactivate and delete users #

When you need to deactivate or delete a user, follow these steps:

Deactivate a user #

1. Gehe zur Registerkarte Team gehen
2. Klicke auf die drei Punkte next to the user’s name
3. Wählen Deactivate

oder

do it via CAKE.com account:

1. Open your Profileinstellungen in der rechten Ecke oben klicken
2. Klicke auf Manage CAKE.com account button
3. You’ll be redirected to your CAKE.com account
4. Gehe zur Registerkarte Members gehen
5. Click on the workspace member you’d like to deactivate
6. Die Seite three-dots menu on the right
7. Wähle Deactivate

Once a user is deactivated, their timer will be stopped, and they can’t track time until they are reactivated.

User must be deactivated before they can be deleted from the workspace/organization.

Reactivate a user #

1. Gehe zur Registerkarte Team gehen
2. Wählen Show All oder Show Inactive Users aus dem Dropdown-Menü wählen
3. Klicke auf Activate next to the user you want to reactivate

Inactive users won’t receive an email notification when they are reactivated.

Delete a user #

You need to delete user via CAKE.com account:

1. Open your Profileinstellungen in der rechten Ecke oben klicken
2. Klicke auf Manage CAKE.com account button
3. You’ll be redirected to your CAKE.com account
4. Gehe zur Registerkarte Members gehen
5. Click on the deactivated workspace member you’d like to delete
6. Die Seite three-dots menu on the right
7. Wähle Löschen

The user will no longer have access to the workspace, and their name will be deleted from the Team nicht sehen.

Häufig gestellte Fragen (FAQ)  #

How can I invite users to my workspace? #

To invite users, go to the Team page, click Add New Member im Pop-up-Fenster Voll/Limited tab, depending on the type of user you’d like to invite. Enter their email addresses, and click Hinzufügen. If you want to invite multiple users, you can add multiple emails separated by commas.

Can I invite users without sending an email immediately? #

Yes, you can uncheck the Send an invite email option if you want to set everything up first and send the invitations manually later.

How do users accept the invite? #

Users will receive an email with an activation link. After clicking the link and verifying their email, they can log in and start tracking time for your workspace.

Can I make someone an Admin? #

Yes, you can. As an Admin oder Besitzer, you can promote a user to Admin by clicking +Role next to their name on the Team page and checking the Admin box.

What’s the difference between deactivating and deleting a user? #

Deactivating a user prevents them from accessing the workspace but allows you to reactivate them later without needing to resend an invite.
Löschen a user removes them permanently from the workspace and their data will no longer appear in reports.

Can I reactivate a deactivated user? #

Yes, you can. To reactivate a user, go to the Team page, select Show All oder Show Inactive Users, and click Activate im Pop-up-Fenster die drei Punkte menu, next to the user’s name.

Can I manage users on a paid plan? #

Yes, you can manage users on both free and paid plans. However, keep in mind that on a kostenpflichtigen, you’re charged per user seat, so make sure to monitor your user count.

What happens if I remove a user from my workspace? #

When you delete a user, they will lose access to your workspace. However, any time entries they have made will still remain in the reports, but you won’t be able to filter by them.