Resources

Manage Team Members in TymzUp

TymzUp lets account owners and administrators add team members, assign roles, and control access without making team setup overly complicated.

What this page helps with

Use this guide to add users, choose roles, understand billing impact, and keep team access organized.

  • Add users
  • Choose roles
  • Understand billing impact
  • Keep access organized
  • Keep setup lean
Access

Who can manage users

Team member management is intended for the people responsible for account setup and administration.

Keep user management with account leaders

  • Account owners and administrators are the intended people to manage users.
  • Standard users typically do not need access to team setup.
  • This keeps user management limited to the people responsible for access and account administration.

Use roles only where they are needed

Most teams do not need many people managing users. Keep this area limited to the few people who actually need it.

Users Area

How the Users area works

The Users area is where account owners and administrators review the current team and start adding new people.

Typical flow

Use Settings to review the user list, search or filter if needed, and open the add-user flow.

  1. Go to Settings.
  2. Open Users.
  3. Review the team member list.
  4. Search or filter users as needed.
  5. Click Add user to begin creating a team member.
Visible Fields

What you usually review

  • Name
  • Email
  • Role
  • Status
Controls

How teams keep the list manageable

  • Search and filter controls
  • Action buttons
  • Add-user entry point
Add User

Add a new team member

The add-user flow is meant to be straightforward. Start with the basic person and role details, then review the billing impact before creating the user.

User Details

What you enter

  • First name
  • Last name
  • Email
  • Role
Review Step

Billing impact is confirmed before creation

TymzUp shows a billing-impact review step before the user is created so the account owner can confirm the effect before moving forward.

Roles

Choose the right role

Roles should match the level of responsibility a person actually needs. Keep role assignments simple early on.

Account Owner

Primary account responsibility

Use this role for the person with primary account-level control and billing or account responsibility.

Administrator

Operational setup support

Use this role for someone who helps manage setup, users, and operational configuration.

User

Day-to-day team access

Use this role for standard day-to-day access for tracking time and using assigned features.

Status

Keep the team list clean

A clean team list helps with access control, reporting clarity, and account administration.

User status at a high level

  • Active users are current working users.
  • Some accounts may be pending or disabled depending on account state and workflow.
  • Teams should review the user list periodically so it stays accurate.

Keep access aligned with reality

Remove or update outdated access as team needs change. This keeps the user list easier to manage and easier to trust.

Billing

Understand billing impact before adding users

TymzUp shows a notice before creating a user because adding people may affect the next billing amount.

Why the review step exists

The goal is clarity, not surprise. The review step gives account owners a chance to confirm the effect before continuing.

  • Adding users may affect the next billing amount.
  • The review step lets the account owner confirm before moving forward.
  • This keeps seat or user changes visible at the point of action.
Examples

Example ways to manage a team

These examples show practical ways to keep team setup lean without adding unnecessary roles or users.

Solo Consultant

Keep it simple at first

  • No additional users needed at first
  • Keep setup simple
  • Add another user only when work is truly shared
Small Team

Use only the roles you need

  • One account owner
  • One administrator if needed
  • Standard users for daily time entry
  • Review billing impact before expanding seats
Growing Service Business

Review access as the team grows

  • Keep roles limited to what people actually need
  • Add users in line with real workflow needs
  • Periodically review active access and reporting needs
Common Mistakes

Common team setup mistakes

  • Adding users before the workflow is ready
  • Giving too much access too early
  • Not reviewing billing impact before confirming
  • Leaving outdated users active
  • Overcomplicating roles for a very small team
Related Resources

Team access works best when the rest of the setup is already clear and easy to maintain.

Live Guide

Getting Started with TymzUp

Learn how TymzUp is organized and what to set up first.

 Live Guide

Track Your First Time Entry in TymzUp

Go from setup to your first saved entry and report.

 Live Guide

Organize Projects and Tasks in TymzUp

Learn how to structure projects and list items so time entry and reporting stay clean.

 Live Guide

Run and Export Time Reports in TymzUp

Learn how to filter, review, and export time reports.
Best Practices

Keep team setup clean and practical

  • Add users only when the workflow really requires it.
  • Keep role assignments simple.
  • Review team access periodically.
  • Confirm billing impact before expanding the team.
  • Keep the team list aligned with real active users.

Clear team setup supports clean access and clean reporting

A clean team setup makes it easier to manage access, keep billing clear, and support consistent time tracking.

Getting Started with TymzUp Back to Resources