Team members
The register, metrics, workload and where to edit people.
Team members holds everyone who can sign in, be scheduled, or be named on a record.
The metrics
| Metric | Meaning |
|---|---|
| All members | Every team member record |
| Active | Accounts that can sign in and be scheduled |
| Reviewers | People holding the Report reviewer permission |
| Departments | Departments in use |
The gap between All members and Active is your leavers and inactive accounts.
Searching and filtering
Search matches on name, email, phone or position. The All accounts dropdown filters by account state.
Reading the register
| Column | Shows |
|---|---|
| Team member | Name with position underneath |
| Contact | Email and phone |
| Department | Department and role |
| Status | Active or inactive |
| Workload | Jobs and projects assigned |
Workload
The workload figures are cumulative, not current — they show how much work has been assigned to that person over time. Use the Scheduling calendar for who is busy this week.
Adding and editing
New team member creates a record. Manage on any row opens it for editing — see Managing a team member.