Invite your team
Members are managed under Settings → Members. Every member signs in with their own account and sees the workspace according to their role.
Invite a member
Section titled “Invite a member”- Open Settings → Members.
- Enter the person’s work email address and choose a role.
- Click Invite under Invite by email. The person receives an email with a link, sets a password and lands in the workspace.
If someone already has a workelligence account from another workspace, the invitation adds this workspace to that account. One login, several workspaces.
| Role | Can |
|---|---|
| Owner | Everything, including the plan, billing details and the workspace export |
| Admin | Manage settings, members, modules and integrations |
| Member | Work in projects, log time, create quotes and invoices |
| Read-only | Read only |
Under Roles, an administrator creates further roles with New role, starting from a template such as Billing clerk or Project lead, and sets each permission to All records, Assigned only or Own only. A role can also deny whole modules. That is how a freelancer sees only the records assigned to them.
Remove a member
Section titled “Remove a member”Open the member and choose remove. Their time entries, comments and invoices stay in the workspace, attributed to their name; only their access ends.
Pending invitations
Section titled “Pending invitations”Invitations that were not accepted yet are listed under Pending invitations with their expiry date. Revoke invitation cancels one.