Navigate to the Team Settings option from the left side panel within the application.
In order to manage a team on Proggio, you must be the team ‘Owner’ and preferably you need additional members in your team besides yourself. Inviting members is easy and can be done from several places in the application. Below are just a few examples:
Team Members can have the following roles:
- Owner: Carries administrator rights in the team such as user management and billing. Has complete access on all project planning and management features associated with the team. An owner will usually be the Project Owner. There can be more than one owner in a team, though it is not recommended.
- Editor: Permission to create, edit and assign activities across multiple projects within the team. Within the organization, Editors will typically be Team leaders or project managers who take an active part in the planning / operational stages in the projects.
- Member: Limited permission to review, edit, collaborate and report progress only for activities/tasks assigned to them. Typically can be used to assign external vendors or users users that don’t have a significant role in the project.
- Viewer: Can view all projects, activities and tasks in ‘Read Only’ mode, as long as they have access into the project within the team. When applicable, the owner of the team can enable Viewers to edit activities / tasks that are assigned to them (See User’s Project Access). Typically, Viewer role can be assigned to C-level management such as the CEO or members of the board.
Users List: Your one stop shop for managing your team members.
Shows you a detailed list of all users. As the team Owner, you have administrator access to edit information of the users in your team.
Group List: Create internal groups within your team. Useful when looking to manage workload of a group instead of a single person. Usually this is applicable in development team but can be valuable also to represent departments like a group of designers or content writers. The initial setup for a group is done from a user profile (see below section).
User Profile: A personalized profile for each member on your team
- Upload a profile picture and edit details such as the user’s Name or Email. Updating an email address can be useful when reassigning responsibilities from a user who left the team to a new member.
- Customize a unique color for all tasks/activities belonging to that user. This will automatically assign that color to activity blocks across all Project Plans.
- Insert Tags such as the department name to distinguish between your team members. Useful in status meetings on project updates when reporting on team performance. Tag filters are available on various views of the application.
- Use Groups identifier to create generic groups within your team. This is useful when planning your resources on a department level for example towards an upcoming project or projects. Helps you and your management understand the scope of work involved in certain activities on a less granular level. Check out the article on Resource Planning for more info on managing workload.
- Manage the team’s login security level, periodic email preferences & frequency.
User’s Project Access: A list of all active projects within the team
- Select the appropriate access level of your users, into each project in your team.
- Manage which specific views you’d like to grant access to within the application.
Payment Overview: View information regarding your subscription plan such as type and number of projects created, active team members, next payment date etc.
Pricing Plans: Quick access into the billing page where you can subscribe to any of the paid plans.
Team Settings: Modify basic team information and customize your preferred status stages. For development teams, you can also define sprint preferences.
* Monthly average labor costs can be used to track project budget. You can read more about it here.
Auth Settings: Password management, SSO setup or choose a two-factor authentication.
Create New: Creates a new team
Choose to create a new team. By default, new teams are created in Trial mode. To add a new team under an existing subscription, please contact email@example.com.
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