Members and Invites Overview

Workstatus makes it easy to set up and manage your team within your organization, so they can start tracking time in no time. Follow the steps below to get started:

All of the options below are accessible via the Members page on the sidebar.



Table of Contents

Inviting team members
Adding members to projects
Adding weekly user limits
Adding daily user limits
Adding users to Teams
Remove a team member
Enabling or Disabling time tracking for a team member

Inviting team members

STEP 1

To invite a team member, simply navigate to Members on the left-hand sidebar then click on Invite new Member.



STEP 2

A popup dialog should appear where you can fill in the Email, role, and the projects the user will be added to. Once you’re finished, press Save



STEP 3

An invite email with a confirmation link will be sent to the user. After accepting the invite, they will be asked to set up their own Workstatus account. Once completed, the users will automatically be added to your organization.



Adding members to projects

STEP 1

Select Projects from the main navigation menu



STEP 2

Click on the [ ⋮ ] button on the right side of the project you wish to edit and then click on the “Edit project” option.



STEP 3

Add members as per role requirement and click “Save changes” to finalize the changes.



Adding weekly user limits

STEP 1

First, select Members from the main navigation menu.



STEP 2

Click on the [ ⋮ ] button on the right side of the project you wish to edit and then click on the “Edit limit” option.



STEP 3

This will reveal a pop-up window where you can enter the weekly limit. Click Save changes.



STEP 4

Once the limit is saved, the number of hours your team member can log per week will be displayed against their name within the Members list.



Adding daily user limits

To set up daily limits, please follow these steps:

STEP 1

Navigate to the Members page on the sidebar.



STEP 2

Click on the [ ⋮ ] button on the right side of the project you wish to edit and then click on the “Edit limit” option.



STEP 3

The Edit limit dialog will appear. Add the number of hours for the limit, then choose the days the user is allowed to work. Hit Save changes to save your changes.



Daily limits can be set to decimal points. Example: To set a 30-minute limit, enter 0.5 hours.

STEP 4

The daily limit will appear next to the user’s name on the Members page.



Adding users to Teams

STEP 1

Select Teams from the main navigation menu



STEP 2

Click on the [ ⋮ ] button on the right side of the team you wish to edit and then click on the “Edit team” option.



STEP 3

Click on the Teammates tab and Add members from the teammates dropdown and click “Save” to finalize the changes.



Remove a team member

STEP 1

Click on the Members tab on the left sidebar.



STEP 2

Click on the [ ⋮ ] button on the right side of the member you wish to remove and then click on the** “Remove member”** option.



STEP 3

Click Yes on the confirmation box.



Enabling or Disabling time tracking for a team member

You can enable or disable time tracking for members of your organization. Disabling time tracking for anyone will disallow users from tracking time from their timer and you won’t be able to add manual time for them.

STEP 1

Click on the Members tab on the left sidebar.



STEP 2

Click on the [ ⋮ ] button on the right side of the member you wish to disable tracking and then click on the “Disable tracking” option.

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