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Configuring team members and their roles per project

From this section, you can add the team members participating in a specific project, as well as the roles they play.

Remember that you can define the costs and billable hourly rate for each of your team members, from the billing and budget configuration options for your projects in Holded.

A. Adding team members to the project

Click on Add members
In the pop-up window, select the available users you want to add to the project
You can use the search bar to find more quickly those users you want to add to the project.
Hit Invite

B. Assigning roles to team members in the project

Go to the Role column
Go to the row of the member for whom you want to set the role
Choose the corresponding role from the drop-down menu: Admin, Manager, Member
Admins have full access to the configuration options and can manage the users included in the project. Those with the manager role can accept and reject time records. Users with the member role can create, edit and collaborate on basic aspects of the project. Finally, the user who creates the project is automatically assigned the role of owner.
Confirm the action

To remove a user from the project, simply click Remove to the right of the user and confirm the action.