Team Management

The Team page is where you manage everyone who works at your agency. You can invite new members, assign roles, control what each person can access, and approve time logs.

Go to Sidebar → Team to get started.

Team Members List

The main Team page shows a table of all your team members along with summary cards at the top.

Summary Cards

At the top, you’ll see cards showing quick stats:

Total Members — Everyone in your organization
Active — Members who have accepted their invite and can log in
Pending — Members who have been invited but haven’t accepted yet

Search

There’s a search bar where you can find team members by name or email.

Team Table

The table lists all members with these columns:

Column	Description
Name	Full name and avatar
Email	Their email address
Role	Their role in the organization (Owner, Admin, Manager, Member, Viewer)
Status	Active, Pending (invited but not accepted), or Inactive
Joined	When they joined or were invited

Each row has an action menu (three-dot icon) with options:

View — See member details
Edit — Change their role or information
Reset Password — Send a password reset email
Deactivate / Reactivate — Disable or re-enable their account

Pagination

If you have a large team, the table is paginated with page numbers at the bottom.

Inviting Team Members

To invite a new person to your agency:

Click the Invite Member button at the top of the Team page.
Fill in the invite form:
- Email (required) — The person’s email address.
- Role (required) — Select the role you want to assign them (see Roles & Permissions below).
Click Send Invite.

The person will receive an email with a link to set up their account. Once they accept, their status changes from “Pending” to “Active” and they can start using Projexia.

You can also copy the invite link directly and share it with the person manually — handy if the email doesn’t get through.

What happens after the invite

The invited person clicks the link in the email.
They’re taken to an accept-invite page where they set their name and password.
Once they complete setup, they can log in to the Team Portal at team.projexia.in.
They’ll appear as “Active” in your team list.

Roles & Permissions

Projexia has five roles, each with a different level of access. When you invite someone, you choose their role. Here’s what each role can do:

Role Overview

Role	Description
Owner	Full access to everything. Can manage billing, delete the organization, and do anything an Admin can do.
Admin	Almost everything an Owner can do, but cannot manage billing or delete the organization.
Manager	Can manage projects, tasks, and team members assigned to their projects. Can approve time logs.
Member	Can view and work on tasks assigned to them. Can track time. Cannot manage projects or other people.
Viewer	Read-only access. Can see projects and tasks but cannot change anything.

Detailed Permission Matrix

Here’s the full breakdown of what each role can and cannot do:

Organization

Permission	Owner	Admin	Manager	Member	Viewer
Edit organization settings	Yes	Yes	No	No	No
Manage billing & plans	Yes	No	No	No	No
Delete organization	Yes	No	No	No	No
View organization info	Yes	Yes	Yes	Yes	Yes

Members

Permission	Owner	Admin	Manager	Member	Viewer
Invite new members	Yes	Yes	No	No	No
Edit member roles	Yes	Yes	No	No	No
Deactivate members	Yes	Yes	No	No	No
View member list	Yes	Yes	Yes	Yes	Yes

Projects

Permission	Owner	Admin	Manager	Member	Viewer
Create projects	Yes	Yes	Yes	No	No
Edit any project	Yes	Yes	No	No	No
Edit assigned projects	Yes	Yes	Yes	No	No
Delete projects	Yes	Yes	No	No	No
Archive projects	Yes	Yes	Yes	No	No
View all projects	Yes	Yes	Yes	No	No
View assigned projects	Yes	Yes	Yes	Yes	Yes

Tasks

Permission	Owner	Admin	Manager	Member	Viewer
Create tasks	Yes	Yes	Yes	No	No
Edit any task	Yes	Yes	No	No	No
Edit assigned tasks	Yes	Yes	Yes	Yes	No
Delete tasks	Yes	Yes	Yes	No	No
Change task status	Yes	Yes	Yes	Yes	No
View all tasks	Yes	Yes	Yes	No	No
View assigned tasks	Yes	Yes	Yes	Yes	Yes

Clients & Reports

Permission	Owner	Admin	Manager	Member	Viewer
Add/edit clients	Yes	Yes	No	No	No
Delete clients	Yes	Yes	No	No	No
View client list	Yes	Yes	Yes	No	No
Create reports	Yes	Yes	Yes	No	No
Publish reports	Yes	Yes	Yes	No	No
View reports	Yes	Yes	Yes	Yes	Yes

Choose roles carefully. Owner and Admin roles have access to sensitive information like client details and billing. For most team members who just need to work on tasks, the Member role is the right choice.

Time Log Approvals

When team members track their time (using the Team Portal’s time tracking feature), managers and above can review and approve those time logs.

How it works

A team member logs their time — either using the timer or by entering hours manually.
The time log appears in the approval queue.
A Manager, Admin, or Owner goes to the time log approvals section.
For each time entry, they can:
- Approve — Confirms the time entry is accurate.
- Reject — Sends the entry back to the team member with a note explaining why.

What gets tracked

Each time log entry includes:

Team member name — Who logged the time
Project — Which project the time was logged against
Task — The specific task (if applicable)
Duration — How long they worked
Date — When the work was done
Description — A note about what they did

Approving time logs regularly helps keep your project budgets accurate and ensures you can bill clients correctly for hours worked.