Team and roles

View a person’s assigned projects

See which active projects a person can work on and which ones they manage.

Review assignments

1
Open the person
Select someone from Team, choose Edit profile, then Assigned projects.
2
Review by client
Projects are grouped by client and show whether the person manages each project.
3
Open the project
Select a project name for its detail and reporting view.

Good to know

This profile tab is read-only. Add or remove team assignments while creating a project; post-creation assignment editing is not currently available.

Administrators can access all projects, but project assignment still determines where they can track time and expenses.

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.

Keep going

Connect a client, project type, tasks, and team in one setup flow.

Use account roles to give each person the right workspace access.