How to invite team members in THAREJA
It's easy to send invites and manage team members in THAREJA so they can start tracking time immediately. Follow these steps to get started:
Inviting members to your organisation
STEP 1. Navigate to Members from the left side navigation.
STEP 2. Click Invite Member button given at the top right corner.
STEP 3. Next you will get this popup, select the role you want the user to be in your team, enter their email address and click Send Invitation.
Now, the user will receive an invitation email like this.
While accepting the invite, they will be required to set up their account on THAREJA. Once completed, the users will automatically be added to your team.
You can always make changes to a member's role, pay/bill rates, time tracking limits, etc by following the steps below:
Navigate toMembers from the left sidebar and open the Actions menu on the member you want to edit the details for.
Editing member's role
Click Edit Role in the Actions menu.
You will now see a popup asking you to select a different role from a dropdown menu. Select the desired role and click Save.
Editing payment details for a member
Click Edit Payment Details in the Actions menu.
You will see a pop-up with all the payment details. Set the desired values and click Save.
Editing time tracking limits for a member
Click Edit Limits in the Actions menu.
Next fill in all the desired details and click Save.
Removing a member from your team
Click Remove in the Actions menu.
A confirmation popup will appear, click OK to confirm and the members will be removed from your team.
Disabling a member
Note: Once you disable a member, they will be moved to the archive.
Open Actions menu on the member you want to disable and click Disable.
A confirmation popup will appear, click OK to confirm.
The member will be moved to archived members from the active team members and will no longer be able to track time using the desktop tracker. However, you can always enable time tracking for a member by moving the member from archived members to active members again. You just need to click Enable in the Actions menu.
Adding member to projects
In order to allow member to track time to a project, you need to add member to the project by following these steps:
STEP 1. Go to the left-side navigation bar and select Projects.
STEP 2. Open the Actions dropdown on the project you want to add the member to and click View Info.
STEP 3. Go to Project Information and click Edit on the People section at the right side.
STEP 4. Now, add the user to the role here that you want to assign them in the project and click Save.
