Invitar a usuarios y asignar roles en tu espacio de trabajo

Los administradores y propietarios del espacio de trabajo son responsables de gestionar a los usuarios dentro de su espacio. Esto incluye invitar a los miembros del equipo, asignar roles y gestionar los perfiles de usuario. Con estas funciones, puedes garantizar que tu equipo tenga el acceso adecuado para gestionar el tiempo de forma eficaz.

Invita a usuarios a tu espacio de trabajo #

To get started, you’ll need to invite team members to your workspace, so they can track time. As an Admin or Owner, you can invite users to the workspace.

You can invite two types of members:

• Completo – For members who need access to most workspace features [Most common use case]
• Limitado – For members who only need to clock in and out via Quiosco

Invite a Full member #

To invite a full member to your workspace:

1. Ve a la página de Equipo página
2. Haz clic en Add Full Member
3. Enter the email addresses of the users you want to invite
4. Haz clic en Send invite

Una vez que el usuario acepta la invitación, se convierte en miembro del espacio de trabajo.

You can invite up to 5 users at a time with the Free plan and an unlimited number of users with any paid plan.

Invite Limited member #

To add a Limited member to your workspace:

1. Ve a Equipo
2. Click the Limitado pestaña
3. Click Add Limited Member
4. Type in the name of the user that you’re adding
5. Click Añadir

Resend invites #

Si has añadido usuarios, pero no han recibido una invitación por correo electrónico, puedes volver a enviar la invitación manualmente:

1. Ve a la página de Equipo página
2. Haz clic en tres puntos next to the user’s name
3. Selecciona: Resend an invite email

Members with a pending invite can registrarse with the same email address used to invite them, and they’ll be able to accept the invite and be part of your workspace.

Aceptar la invitación #

Una vez invitados, los usuarios recibirán un correo electrónico con un enlace de activación. 

Para aceptar la invitación:

1. Haz clic en el enlace de activación en el correo
2. Follow the prompts to log in to the Clockify dashboard

Gestiona los perfiles de usuario #

As an Admin or Owner, you can edit team members’ profiles directly from the Equipo página. 

To edit a team member’s profile:

1. Ve a la página de Equipo página
2. Haz clic en three-dot icon next to the member’s name
3. Selecciona: Editar perfil
4. Edit the following settings:
   • Inicio de semana
   • Días laborables
   • Daily work capacity (hours)
   • Assigned team manager
5. Haz clic en Guarda

Asigna roles #

You can assign different roles, each with its own level of access, to people in your workspace.

To assign roles:

1. Ve a la página de Equipo página
2. Haz clic en +Rol next to the user you want to make an Admin
3. Select the role you want to assign
   • Administrador – Can manage workspace settings, user permissions, and overall workspace administration
   • Gerente de proyecto – Can view tracked time on their projects, manage project details, launch the Kiosk if enabled, and approve submitted timesheets
   • Gerente de equipo – Can view all tracked time of their team members, edit their team’s time if enabled, and approve submitted timesheets

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

Desactivar un usuario #

1. Ve a la página de Equipo página
2. Haz clic en three-dot icon next to the user’s name
3. Selecciona: Desactivar

When a user is deactivated, they are instantly logged out of the workspace across all devices, and their active timer is automatically stopped. 

All past time entries, descriptions, and tags remain in the system, but these won’t appear in reports by default. You would need to use the Inactivo filter to see their data.

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

Reactivar un usuario #

You can reactivate a user to restore their access to a workspace. Reactivating a user allows them to log in, track their time, and see their dashboard again. All their past data is automatically restored into the current reports. 

To reactivate a user:

1. Ve a la página de Equipo página
2. Selecciona: Show All o Show Inactive Users del menú desplegable
3. Haz clic en Activar next to the user you want to reactivate

Los usuarios inactivos no recibirán una notificación por correo electrónico cuando se reactiven.

Eliminar un usuario #

To delete a user:

1. Ve a la página de Equipo página
2. Find the member you want to delete
3. Open the three-dot icon
4. Haz clic en Eliminar user

You’ll be redirected to the user’s profile in your CAKE.com Account page, where you can complete the action.

O puedes ir directamente a tu cuenta CAKE.com:

1. Navega a la página de app switcher at the top left corner of the screen 
2. Selecciona tu Cuenta de CAKE.com 
3. Ve a la página de Members página
4. Haz clic en el miembro del espacio de trabajo desactivado que te gustaría eliminar
5. Open the three-dot icon on the right
6. Selecciona Eliminar

The user will no longer have access to the workspace, and their name will be deleted from the Equipo página.

Deactivation vs. deletion #

Here are the differences between deactivating and deleting a user:

Deactivate User	Delete User
User can no longer log in or track time in the workspace	User is permanently removed and loses access to the workspace
All time entries remain in reports and are still filterable by that user	Time entries remain in reports, but you can no longer filter data by that specific user’s name
If a timer is running, it will be automatically stopped	User must be deactivated first before they can be deleted
You can reactivate the user at any time from the Team page	To bring the user back, you must send a completely new invitation
Frees up a seat/slot for a new member (on paid plans)	Permanently removes the user record from the workspace/organization
User’s name is moved to the “Inactive” list	User’s name is completely deleted from the Team page

Transferir propiedad #

Caution: To avoid accidentally transferring ownership to the wrong person, confirm the new owner’s details are accurate before proceeding with the transfer.

If you’re a Workspace Owner and want to transfer ownership to another user, you’ll need to do it in your CAKE.com account.

Para transferir la propiedad:

1. Open your Configuración del perfil en la esquina superior derecha
2. Haz clic en Manage CAKE.com account button
3. Ve a la página de Members página
4. Select the workspace member you’d like to transfer the ownership to
5. Open the three-dot icon in the top right corner
6. Selecciona Transferir propiedad
7. Haz clic en Transfer

What happens next?

• The new Owner gains full workspace control, including exclusive rights that even Admins don’t have, such as the ability to delete the workspace, set up Single Sign-On (SSO), and manage the subscription at the highest level.
• The former Owner is automatically downgraded to an Admin. They won’t lose access to the workspace, but they lose the Owner-specific permissions mentioned above.

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

FAQs #

¿Puedo invitar a usuarios sin enviar un correo electrónico inmediatamente?

No, once you click the Send invite button, the email invitation is sent automatically.

Why does a user I just invited still show as “Inactive”? 

A user remains “Pending” or “Inactive” until they click the link in their invitation email and verify their account. If they haven’t received it, check their spam folder or resend the invite.

Do I get a refund if I deactivate a user halfway through the month? 

No, Clockify does not offer prorated refunds for removed seats. When you deactivate a user, you simply free up a seat. You can then invite a new person to take that seat at no extra cost for the remainder of the billing cycle.

What happens to my seats if I downgrade to the Free plan? 

If you downgrade, you lose access to paid features but you can still keep all your users. The Free plan allows for unlimited users and projects.

Why can’t I invite someone from the mobile app?

Currently, the ability to invite new members to a workspace is restricted to the web version to ensure all administrative roles and workspace permissions are correctly configured during the onboarding process. Use a desktop browser to access the Equipo page for invitations.