Overview
The Members page lets admins invite new staff, assign roles, set billing roles, view active sessions, and remove team members. Non-admin users can view the member list but cannot make changes.
Inviting a New Member
- 1Open Settings → Members
- 2Click Invite User (or press N)
- 3Enter the person's Email address
- 4Choose a Role: Admin, Manager, or Staff
- 5Click Send Invitation
The invitee receives an email with a link to join your organisation. Pending invitations appear in a separate card below the members table, where you can Resend or revoke them.
Changing a Member's Role
- 1Find the member in the table and click the actions menu (three dots)
- 2Hover over Role
- 3Select the new role: Admin, Manager, or Staff
You cannot change the role of the organisation Owner, and you cannot change your own role.
Assigning a Billing Role
- 1Click the actions menu on a member row
- 2Hover over Billing Role
- 3Select the billing role or choose Unassign to remove it
Billing roles determine the hourly rate used when that member logs time. Set them up on the Billing Roles and Rates page.
Viewing Sessions and Removing Members
To see where a member is currently signed in, click the actions menu and select View sessions. A side panel shows each active session with device, location, and last activity.
To remove a member, click Remove in the actions menu and confirm. Removed members lose all access to the organisation.
What's Next?
- Billing Roles and Rates — configure hourly rates for each billing role
- Organisation Settings — update your firm details