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09:30Topic

Your Team

Decide what each person can see and do, give clients read-only access, and handle members who join or leave.

6 articles

Roles and permissions explainedThe four built-in roles, what a permission scope means, and how to work out why someone cannot see something.2 min
Build a custom roleAdminsWhen the built-in four are not enough, and how to assemble a role without accidentally handing over the finances.2 min
Give a client read-only accessAdminsInvite a client, control exactly what they see, and understand the one thing they can change.1 min
What each member status meansCurrently working, offline, pending profile, deleted, left, and what the Members tabs are showing you.1 min
Archive, restore or remove a memberAdminsThe right way to offboard somebody, what happens to their work, and why project ownership can block you.2 min
Handle join requestsAdminsLet people ask to join instead of inviting each one, and approve them safely.1 min

Other topics

Getting Started

Create your account, find your way around, and get your organization set up so the team can start tracking on day one.

Time Tracking

How hours are recorded, how to read your timesheet, and how to fix an entry that is wrong or missing.

Desktop App

Install the tracker on Windows or macOS, track while offline, and sort out the problems that stop it syncing.

Projects & Tasks

Set up projects the way they are billed, put the right people on them, and run the work on the task board.

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Contact support support@staffvertex.com