Team

The Team tab lets you control which users can access a specific project.

Viewing the Team

The Team tab displays all members assigned to this project:

• Name and email for each member
• Role badge (Admin, Manager, or Field Worker)
• Member count in the header

Adding Team Members

Only Admins and Managers can add team members.

1. Go to your project’s Team tab
2. Click Add Team Member
3. Select users from your company roster (only users not already on the project are shown)
4. They’ll immediately have access to this project

Note

Users must first be invited to your company before they can be added to projects. Invite new users from the Company tab.

Team Member Access

What team members can do depends on their company role:

Role	Capabilities
Admin / Manager	Full access - edit project, manage team, manage tasks, approve time
Field Worker	View tasks, clock in/out, take photos, add comments

Removing Team Members

Only Admins and Managers can remove team members.

1. Go to the Team tab
2. Find the user to remove
3. Click the trash icon on the right
4. Confirm removal

Removed users will no longer see this project in their project list. You cannot remove yourself from a project.

Team vs. Workforce Assignments

There are two ways to give someone access to a project:

Method	Purpose	Duration
Team	Project access	Until manually removed
Workforce	Scheduled work assignment	Specific date range

Use Team for people who need ongoing access to a project. Use Workforce for scheduling which crew members work on which projects each day.