Team management is restricted to owners and admins. The Free plan is limited to one team member, so inviting a second person means moving to Pro. See Choose your plan.
Invite a team member
1
Send the invitation
Add the person’s email address and choose the role they should hold. Member is the default, and is the right answer for most people doing day to day work.
2
They accept
They receive an email with a link. Accepting adds your organization to their account, whether they already had an Invup account or are creating one.An invitation is bound to the address it was sent to. To move it to a different address, cancel it and send a new one.
3
Set their rate
A new team member has no rate until you give them one. Until then, work they log resolves to a rate only if the project or service supplies it.Rates are covered in full in Rates.
Tracking invitations
Every invitation has a status, and the list can be filtered by it.
From the actions on a pending invitation you can resend it, change the role it will grant, cancel it so it can no longer be accepted, or delete it outright.
Changing the role on a pending invitation is the quiet time saver here. It avoids cancelling, re-sending, and explaining to the recipient why they received two emails.
Contributors
Contributors are for people who need their time tracked but should not have an account: subcontractors, external collaborators, associates on a single engagement. They are added directly, with a name, an email address and their rates. There is no invitation and nothing for them to accept. They are matched to a Slack account on the next sync, and from then on they log time through Slack. Until that sync happens a contributor shows as unmatched, which is expected rather than a fault.Rates on a team member
Each team member carries two rates, and they answer different questions. Hourly rate is what you bill a client for an hour of this person’s time. It is the last link in the rate chain, used when no more specific rate applies. Cost rate is what that hour costs your business. It does not appear on invoices. It is what lets you see the difference between what a project earned and what it consumed.When someone leaves
Deactivate them rather than deleting them. A deactivated team member loses access to the organization immediately, while their history, time entries and everything those entries have been billed on stay intact. You can reactivate them later, which makes this the right move for parental leave, sabbaticals and seasonal staff as much as for departures.Transferring ownership
Every organization has exactly one owner. Transferring ownership is immediate, and the previous owner becomes an admin at the same moment. Invup asks you to type the new owner’s name to confirm, because there is no undo and only the new owner can transfer it back.Next
Roles and permissions
What each role can actually do, and how to build your own.
Add your clients
Set up the businesses you invoice.