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...