Manage a Team Member's Details

The team member detail page has several tabs for managing different aspects of a person’s record.

Opening a team member’s detail page

1. In the sidebar, click Team Members.
2. Find the team member in the list.
3. Click their name to open the detail page.

The Projects tab

The Projects tab shows every project this team member is currently or was previously assigned to. This is read-only — to assign them to a new project, open the project and use its Team tab. See Manage the project team.

The Notes tab

The Notes tab holds free-text notes about this team member.

Adding a note

1. Go to the Notes tab.
2. Click Add Note or type directly in the notes area.
3. Save.

Editing or removing a note

Use the edit or delete option beside the note.

The Compensation tab

Before you start: The Compensation tab requires compensation access. If you can’t see this tab, your role doesn’t include salary information. See Roles and access.

The Compensation tab holds pay and salary information for this team member.

1. Go to the Compensation tab.
2. Click Add Compensation.
3. Enter the compensation details in the dialog.
4. Click Save.

To change an existing record, use the edit option on its row. Cancelling leaves the record exactly as it was.

Updating status (active or terminated)

To mark a team member as terminated:

1. Open their detail page.
2. Edit the record and change the Status to Terminated.
3. Enter an End date.
4. Save.

Related pages

• Team Members
• Add a team member
• Assign roles to a team member
• Manage the project team
• Roles and access