Resumen del equipo

As a Manager in Clockify, one of your key responsibilities is to invite and manage the members of your team. 

Use these instructions to learn how to:

• Invite team members to your workspace
• Manage team profiles and roles after the invitation is accepted

Only Admins can invite new users and manage roles within the workspace. As a Manager, you have certain permissions, but you cannot invite users or edit certain profile settings.

To manage your team: 

1. Ve a la página de Equipo
2. The page displays a list of all the current users in your workspace (Full and Limited)

As a Manager, you have specific permissions that give you access to manage your team without the ability to make major administrative changes. Here’s a breakdown of what you can and cannot do:

Gerente de proyecto #

• Can access: Team page, Limited page, member hourly rates, cost rates, roles, and group members.
• Cannot: Add new members, deactivate users, transfer ownership, edit member profiles, remove deactivated members, or export members.

Gerente de equipo #

• Can access: Team page, Limited page, member hourly rates, cost rates, roles, and group members.
• Cannot: Add new members, deactivate users, transfer ownership, edit member profiles, remove deactivated members, or activate users.

Resumen del equipo #

You can manage your team in the following way:

• Search by name or email:
  Search for specific members by using the search bar on the Team page.
• Use Show filter:
  The Show filter allows you to quickly view specific team members based on their roles or status (active/inactive).
• Team grouping:
  Grouping your users by role, group, or status will help streamline team management and reporting.

Preguntas más frecuentes  #

Can I invite new users to my workspace? #

No, only Admins (Owner/Admin) can invite users. As a Manager, you can view users but not invite them.

How do I assign roles to team members? #

You can’t assign roles. Only Admins can change roles or transfer ownership. You can view the roles assigned to team members.

Can I make someone an Admin or transfer ownership? #

No, only the Owner can make someone an Admin or transfer ownership. If you need someone’s role changed, you can request an Admin to do that on your behalf.

Can I edit a user’s profile as a Manager? #

No, Managers cannot edit any of the user’s profile info. User profile changes can only be made by Admins.

Can I manage billing or user seats? #

No, only Admins can manage billing or user seats. If you need to adjust the number of seats or billing information, contact an Admin.

What happens if a team member leaves or is inactive? #

You can see active/inactive status, but only Admins can deactivate users or manage accounts for those no longer part of the team. You can reach out to an Admin about inactive users or members who need to be removed.