Members
The Member Page provides a comprehensive view of all members in your workspace, allowing you to manage user roles, allocations, and settings effectively. This page consists of three main tabs: Overview, Allocations, and Settings.
Overview Tab
In the Overview tab, you will find a list of all members currently in the workspace. This section provides essential information about each member, including their names, roles, and status.
Invite New Members
To expand your team, you can use the Invite button to invite new users to join the workspace. Clicking this button will prompt you to enter the email addresses of the individuals you wish to invite, allowing for seamless onboarding of new members.
Allocations Tab
The Allocations tab provides insights into each member’s workload and task assignments over a selected time period. Here, you can view:
- Member Allocations: See how each member is allocated across various projects and tasks.
- Task Details: Access specific tasks assigned to each member, helping you monitor progress and manage workloads effectively.
This information is crucial for ensuring that team members are not overburdened and that project deadlines are met.
Settings Tab
In the Settings tab, you have the ability to customize member roles and positions. This section includes:
- Edit Roles: Modify the customized position or role assigned to each member, ensuring that their responsibilities align with their skills and project needs.
- Assign Rates: Set or update the hourly or project rates for each member, which is essential for budgeting and financial tracking.
By managing these settings, you can optimize team performance and ensure that each member is appropriately compensated for their contributions.
Conclusion
The Member Page is a vital tool for managing your workspace’s human resources. By utilizing the Overview, Allocations, and Settings tabs, you can effectively oversee member details, track allocations, and customize roles to enhance team collaboration and productivity.