Team Members

Company Documents

Managing Company Documents: View, Upload & Remove Separate from individual employee documents, PMS has a spot for organization-wide files your company logo, QR code, and other shared documents like contracts or policies. Anyone signed in can view this page; uploading and removing is restricted to Admins and Managers. Viewing Company Documents To view company documents: Go to user Click to Company Documents Review the Company Logo, QR Code, and any files listed under Other Documents.   Uploading a Document To upload a document: Go to user Click...

Email Configuration

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Employee Documents

Downloading Your Own Documents You can access and download documents that have been uploaded to your own profile, without needing to go through an Admin. To download your documents: Go to your own Profile. Find the Documents section. Click Download next to the document you need.   Good to know: You can also remove or rename documents you're allowed to manage from this same section, depending on your permissions. Managing Employee Documents: Upload, Replace & Remove PMS can store core employment documents offer letters, contracts, and other files directly against a member's profile. Only Admins/Managers can manage someone else's documents. Uploading a Document To upload a document: Open the member's profile (when adding or editing a user). Find the Documents section; it has dedicated slots for an Offer Letter, Employment Contract, and company regulations, plus a general “other documents” area for anything else. Select the file to upload. Accepted formats are typically PDF, JPEG, PNG, or...

Guest Accounts

Adding a Guest User Guests are a separate kind of account, meant for people outside your core team who still need limited access — clients or external collaborators, for example. To add a guest: Go to Manage Team (or Manage Users) and choose Add Guest. Enter their name and personal email; this is where their invitation is sent. Assign them to the relevant project(s). An invitation email with login credentials is sent to their personal email.   Good to know: Guest accounts are managed...

Managing Team Members

Managing a User’s Credentials (Admin) From a member's profile, Admins can use the Credential Management panel to step in directly on someone's login, change their password, and control whether they can use self-service password recovery. Changing a User's Password To change a user's password: Open the member's profile and go to Credential Management. Click Change Password (or Reset Password). Enter and confirm a new password that meets the requirements (at least 8 characters, with an uppercase letter, a lowercase letter, a number, and a special... Viewing a Team Member’s Profile, Stats & Change History Each member's profile page shows a live snapshot of their workload, along with a record of everything that's changed on their account over time. Profile & Stats To view a profile: Go to Manage Team and open the member's profile. Review their basic details alongside task stats: total assigned, completed, and pending. Check their project involvement projects they've created and their task counts within each. Change History Every meaningful change made to a member's profile role changes, edits, status updates... Reordering Your Team Members List You can drag team members into whatever order works best for you in the Manage Team list. To reorder the list: Go to Manage Team. Drag a member's row up or down. Drop it in the new position; the order is saved automatically.   Good to know: This only changes how the list is displayed; it does not affect roles, teams, or access. Editing a Team Member’s Details & Profile Photo People's roles, contact details, and employment information change this is where you keep their profile current, including their photo. Editing Their Details To edit a member: Go to Manage Team and open the member's profile. Click Edit. Update whatever's changed: role, contact info, department, designation, etc. Save   Removing a Profile Photo If a profile photo needs to come down outdated, wrong image, or just no photo wanted it can be removed without needing a replacement ready. To remove a...

Managing Teams

How to Invite a New Team Member Adding someone to PMS creates their account and gets them set up with everything needed for their role from login credentials to employment details. To invite a new member: Go to Manage Team (or Manage Users) and click Add User. Enter their name and email (email becomes their login; it's how they'll sign in and receive notifications). Choose their role: Admin, Manager, Team Lead, or Member (this sets what they can see and do; see Overview of Available Roles). Fill... Setting a Team’s Working Hours & Shifts Each team can have its own custom work schedule instead of relying on one organization-wide default — including split shifts and individual days off. To set a team's working hours: Open the Organization Details and Click on Regional & Hours For each day of the week, toggle it as a Working Day or Day Off. For a working day, set its shift start and end time. Use Add Shift / Hours if the day has more than one work block... Editing or Deleting a Team Team names and descriptions can change over time, and a team that's no longer needed can be removed entirely — without affecting the people in it. Editing a Team To edit a team: Open the team from Manage Team. Click Edit. Update its name, description, or members. Save your changes.   Deleting a Team Deleting a team removes the team grouping itself, not the people in it. To delete a team: Open the team from Manage Team. Click Delete Team.... How to Set a Team Leader   A team's leader is automatically assigned to any project the team is attached to (if no one else is picked manually), so setting the right leader matters. To set a team leader: Make sure the person you want as leader already has the "Team Lead" role set on their user account if not, edit their profile first and change their role to Team Lead. Make sure they're already a member of the team you can't set someone as leader... Adding & Removing Team Members Once a team exists, you can add people to it or remove them as your organization changes — anyone added becomes eligible to be included automatically when the team is attached to a project. Adding a Member To add a member: Open the team from Manage Team. Click Add Member. Select the person you want to add. Confirm they're now part of the team. Removing a Member To remove a member: Open the team from Manage Team. Find the member... How to Create a Team Teams group people so you can assign a whole group to a project at once, rather than adding members one by one every time. To create a team: Go to Manage Team. Click New Team. Give it a name and, optionally, a description. Add members (you can also do this afterward; see Adding Members to a Team). Save   Good to know: A team doesn't need a leader assigned right away; you can set one later once the team exists...

Offboarding

Requesting or Completing a User’s Deletion Deleting a user is permanent it removes their account and their files entirely. Managers can only flag an account for deletion; only an Admin can actually carry it out. Requesting Deletion (Manager) Managers can't permanently delete an account themselves; instead, they can flag one for deletion, which notifies Admins to review and act on it. To request deletion: Open the member's profile. Click Request Deletion. Confirm Admins are notified that this account has been flagged for deletion.   Permanently Deleting... Resigning a Team Member (with Impact Preview) Resigning someone is an Admin/Manager action, not something a person does to their own account it's how you formally offboard a team member while cleanly handing off their unfinished work. Previewing the impact first shows exactly what will be affected. Previewing Resignation Impact To preview the impact: Open the member's profile. Click Resignation Impact (or similar, near the resign action). Review the summary of tasks, projects, and other work currently tied to this person.   Resigning the Member To resign...