Members
Members is the admin surface for managing people in the workspace.
Member List
The Members page shows active, invited, inactive, and no-access users depending on filters and access. It can include role, capabilities, languages, invitation state, availability, active projects, and upcoming time off.
Sensitive fields are not fetched when the viewer cannot access them.
Hover or focus a member or manager cell to preview email, role, access status, current time off, and current-month workload when those details are available to you.
Adding Members
Admins can add members through:
- Email invitation.
- Invite link.
- CSV import.
- Pre-created no-access users for planning before someone joins or before access is granted.
CSV import can include names, roles, weekly hours, and related member data. Review imported rows before using them for planning.
Member Fields
Hourly cost, monthly cost, weekly hours, and default bill rate when financial fields are visible.
Roles
Roles determine access. Common role families include owner, admin, manager, finance, and member. Supervisible shows what each role can do in the app.
Managers can manage project and assignment work when their role allows it, but time-off approval is scoped to direct reports. Finance users can view financial data without member-management permissions.
Project and client context can grant additional access. Account Managers can receive financial visibility for their clients, Project Managers can manage the projects they own, and "Reports to" relationships control manager approval context. Sensitive and financial fields are enforced server-side, so users without access receive records without restricted values.
Cost and Bill Rates
Admins with financial visibility can manage a member's cost settings from the member inspector. Hourly rate, monthly cost, and weekly hours drive cost calculations. Default bill rate is used for time and materials project revenue when a row does not have its own bill-rate override.
Deactivation
Deactivate users instead of deleting them when you need to preserve historical projects, assignments, and activity. Inactive users should not be assigned future work.
Planning with No-Access Users
No-access users can be useful when planning future hires, contractors, or placeholder staffing. They can be assigned planning data without receiving normal app access until invited.