How to Use Members

Invite people to your organization, assign roles and projects, and manage pay rates, timesheet access, and tracking permissions.

Open Members

1. Go to Members

   Click Members under Admin in the left sidebar. Three tabs organize the page:

   • Active

     Current members with roles, projects, pay settings, and timesheet toggles.

   • Invited

     Pending email invitations — resend or cancel.

   • Join Requests

     People who requested to join with your organization code — approve or decline.

Active members

1. Member list

   The Active tab shows how many members are active (for example, 9 active members). Search by name, filter by All Roles, and click + Invite Member to add someone new.

   • Member

     Avatar, name, and email.

   • Timesheet

     ON/OFF toggle — disable when someone should not log or submit time.

   • Projects

     Assigned project badges or Not assigned — controls what they can track.

   • Monthly Salary & Pay Rate

     Used by Payroll and margin reporting — set per member.

   • Weekly Limit

     Cap on hours per week where configured, or No limit.

   • Actions

     Edit (pencil) opens profile, permissions, and rates; X removes or deactivates where allowed.

   

Invited members

1. Pending invitations

   Open the Invited tab to see pending invitations (for example, 11 pending invitations). Search by email.

   • Email Address

     Address the invite was sent to.

   • Status

     Pending until the person accepts and completes signup.

   • Invited

     When the invite was sent (for example, Recently).

   • Resend

     Send the email again if it expired or was missed.

   • Cancel

     Revoke the invitation before they join.

   

Invite a member

1. Single or bulk invite

   Click + Invite Member. Choose Single Invite for one email or Bulk Invite for many at once.

   • Email Address (required)

     Work email — Staffic sends the signup link.

   • Assign Projects (optional)

     Pre-assign projects so the member can track immediately after joining.

   • Send Invitation

     Dispatches the email — the invite appears under Invited until accepted.

   Project and task assignments are optional at invite time — you can assign later from Edit on the Active tab.

   

2. After they join

   Set role, pay rate, screenshot permissions, and manual-time rules in Edit. Add them to Teams for scoped manager access.