Team Management

Team Management lets you view and manage all users in your practice, assign roles, and control access.

Accessing

Navigate to Settings → Team (Principal or Admin access required).

Team Member List

Column	Description
Name	Full name
Email	Login email
Role	Assigned role (Principal, Partner, Manager, Team Lead, Staff)
Status	Active, Invited, Deactivated
Last Active	Last login date

User Roles

Role	Access Level
Principal	Full access — settings, billing, reports, all entities
Partner	Full entity access, can approve time, run reports
Manager	Manages assigned entities, approves team time
Team Lead	Works on assigned entities, limited admin
Staff	Basic access — time entry, tasks, assigned entities only

Editing a Team Member

1. Click on a team member
2. Update:
   • Display name
   • Email address
   • Role
   • Hourly rate
   • Account manager flag
3. Click Save

Deactivating a User

1. Open the user profile
2. Click Deactivate
3. The user can no longer log in
4. Their historical data (time entries, task completions) is preserved

info

Deactivated users do not count toward your subscription seat limit.

Password Reset

Principals can trigger a password reset email:

1. Open the user profile
2. Click Send Password Reset
3. The user receives an email to set a new password