Team members
The Team page controls who appears in the schedule and in which order.
Add people from your organization
Section titled “Add people from your organization”- Open Team from the navigation.
- Select Add User.
- Under Search in organization, search for the person and add them.
Add people outside your organization
Section titled “Add people outside your organization”For people who don’t have an account in your organization, such as freelancers:
- On the Team page, select Add User.
- Switch to Add manually.
- Enter a first name, a last name, or both, and add the person.
You can edit the names of manually added people later.
Change the order
Section titled “Change the order”To arrange team members yourself, set Users order by to Custom order in Settings.
Personal holiday region
Section titled “Personal holiday region”By default, everyone uses the holiday region set in Settings. To use a different region for one person, open their User settings and choose a Holiday location.
Archive a team member
Section titled “Archive a team member”Archiving hides a person from the schedule but keeps their assignments.
- On the Team page, select Archive from schedule next to the person.
- Confirm.
Archived users don’t use a license. To bring someone back, open Archived users and select Restore to schedule. You need a free license to restore a user.
Delete a team member permanently
Section titled “Delete a team member permanently”Delete permanently removes the person and all of their assignments. This can’t be undone. If you might need the assignments later, archive the person instead.