Manage your team

Everything in a workspace is visible to somebody or to nobody. Who decides that is the team page.

Step by step

1. Open Central → Team.
2. Add the person with their name, e-mail and role.
3. Give them a role rather than individual rights — see Roles and permissions.
4. Tick Invite to the IDup app if you want chat, appointments, hours and push with them.
5. When they leave, deactivate their access. Their work — tasks, tickets, time — stays where it is; only the access goes.

A person's file

Open a person from the list to see their file. It has tabs for the profile, working hours, leave and absences, appointments, tasks and projects, expenses, contracts, pay, documents, notes, permissions, app access and login history. A tab appears only when the module is switched on and your role allows it. The list also shows when the person was last active.

How many logins your plan includes

Each plan includes 1 login, the administrator. Every further employee login costs 29 USD per month and is added to your subscription. Each extra employee also adds one calendar.

Private plans count family members instead: Basic 1, Plus 3 and Premium 5.

Customers who joined before the current prices keep the logins and limits they had. The price page is binding for current prices.

Each company sees only its own people

In a workspace that belongs to one company, the team list is scoped to that company. So are the dropdowns that assign a task, a project, a ticket or a lead. You cannot assign work to somebody in another company by accident.