Team overview

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. Navegue até a página Equipe .
2. The page displays a list of all the current users in your workspace (Completo e Limitado)

As a Gerente, 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 Projeto #

• 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.

Função de Gerente #

• 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.

Team overview #

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 Equipe .
• Use Show filter:
  O 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.

Perguntas frequentes  #

Can I invite new users to my workspace? #

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

How do I assign roles to team members? #

You can’t assign roles. Only Administradores 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 Proprietário 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 Administradores 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.