Team Member Metrics Screen
How to read the Team Member Metrics screen, filter the date range, and understand the summary and performance table.
Read articleTeam help
Help for Team in Work Planner.
Articles
Revoking an Invitation
How the revoke action works on invitation rows, including multi-business invitations and what happens when the last assignment is removed.
Read articlePending Invitations Panel
How the Pending Invitations panel shows active invites, business assignments, inviter details, and expiry dates.
Read articleRemoving a Team Member
How the Team screen removes a teammate from one business, what the confirmation means, and what removal does not do.
Read articleTeam Member Role Update Flow
How to change a teammate role from the Team screen and how those changes stay scoped to the business shown on that row.
Read articleInviting a Team Member
How to use the Invite User popup, choose business access, pick roles per business, and understand invitation checks before sending.
Read articleTeam Screen
A guide to the Team screen, including team-member rows, business-specific role changes, invitations, and pending-invitation visibility.
Read articleEditing or removing a team member
OverviewThis article explains when to use editing or removing a team member, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when an existing
Read articleInviting a team member
OverviewThis article explains when to use inviting a team member, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as
Read articleTeam list
OverviewThis article explains how to use team list in the team area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you need to find, re
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