Inviter des utilisateurs et attribuer des rôles dans son espace de travail

En tant qu’administrateur ou propriétaire d’un espace de travail, l’une de vos principales responsabilités est de gérer les utilisateurs de votre espace de travail. Cela comprend l’invitation des membres de l’équipe, l’attribution des rôles et la gestion des profils d’utilisateurs. Grâce à ces fonctionnalités, vous pouvez vous assurer que votre équipe dispose de l’accès approprié pour suivre et gérer efficacement le temps.

Inviter des utilisateurs à son espace de travail #

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:

• Complet – For members who need access to most workspace features [Most common use case]
• Limité – For members who only need to clock in and out via Kiosque

Invite a Full member #

To invite a full member to your workspace:

1. Accédez à Équipe .
2. Cliquez sur Add Full Member
3. Enter the email addresses of the users you want to invite
4. Cliquez sur Send invite

Une fois que l’utilisateur accepte l’invitation, il devient membre de l’espace de travail.

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. Accédez aux Équipe
2. Click the Limité .
3. Click Add Limited Member
4. Type in the name of the user that you’re adding
5. Click Ajouter

Resend invites #

Si vous avez ajouté des utilisateurs mais qu’ils n’ont pas reçu d’invitation par email, vous pouvez renvoyer manuellement l’invitation :

1. Accédez à Équipe .
2. Cliquez sur le bouton trois points next to the user’s name
3. Sélectionner Resend an invite email

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

Accepter l’invitation #

Une fois invités, les utilisateurs recevront un email contenant un lien d'activation. 

Pour accepter l’invitation :

1. Cliquez sur le lien d’activation dans l’email
2. Follow the prompts to log in to the Clockify dashboard

Gérer les profils des utilisateurs #

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

To edit a team member’s profile:

1. Accédez à Équipe .
2. Cliquez sur le bouton three-dot icon next to the member’s name
3. Sélectionner Modifier le profil
4. Edit the following settings:
   • Début de semaine
   • Les jours ouvrables
   • Daily work capacity (hours)
   • Assigned team manager
5. Cliquez sur Enregistrez

Attribuer des rôles #

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

To assign roles:

1. Accédez à Équipe .
2. Cliquez sur +Rôle next to the user you want to make an Admin
3. Select the role you want to assign
   • Administrateur – Can manage workspace settings, user permissions, and overall workspace administration
   • Chef de projet – Can view tracked time on their projects, manage project details, launch the Kiosk if enabled, and approve submitted timesheets
   • Chef d'équipe – 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.

Désactiver un utilisateur #

1. Accédez à Équipe .
2. Cliquez sur le bouton three-dot icon next to the user’s name
3. Sélectionner Désactiver

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 Inactif filter to see their data.

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

Réactiver un utilisateur #

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. Accédez à Équipe .
2. Sélectionner Show All ou Show Inactive Users dans la liste déroulante
3. Cliquez sur Activer next to the user you want to reactivate

Les utilisateurs inactifs ne recevront pas de notification par email lorsqu’ils seront réactivés.

Supprimer un utilisateur #

To delete a user:

1. Accédez à Équipe .
2. Find the member you want to delete
3. Open the three-dot icon
4. Cliquez sur Supprimer user

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

Or you can go directly to your CAKE.com Account:

1. Accédez à la page des app switcher at the top left corner of the screen 
2. Choisissez votre Compte CAKE.com 
3. Accédez à Membres .
4. Cliquez sur le membre de l’espace de travail désactivé que vous souhaitez supprimer
5. Open the three-dot icon on the right
6. Choisissez Supprimer

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

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

Transfert de propriété #

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.

Pour transférer la propriété :

1. Open your Paramètres du profil dans le coin supérieur droit
2. Cliquez sur le bouton Manage CAKE.com account button
3. Accédez à Membres .
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. Choisissez Transfert de propriété
7. Cliquez sur Transfer

Et ensuite ?

• 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 #

Est-il possible d’inviter des utilisateurs sans envoyer immédiatement un email ?

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 Équipe page for invitations.