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Setting Up a Team in Rize

Rize’s Teams feature makes it easy to track time on activities where you are working with your team. You and your team members will be able to tag time to clients, projects, and tasks that are shared across your team, simplifying how you invoice your clients and giving you better insights into your team’s productivity.

Creating a Team​

To create a team, simply click "+Add Team" under the Teams navigation item. Once you set a team name, a new section will be added under the Teams navigation item with your team name, and you will be taken to Teams > [Team Name] > Settings where you can add or manage team members.

Screenshot showing the Create Team modal

Adding New Team Members​

You can add new members to your team by clicking the "+ Add Member" button in Teams > [Team Name] > Settings > Team Members. You can also set the user's role as you invite them to your team.

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Rize will automatically update your subscription for new team members. Any team members that were not a part of your organization will added to your org and will be charged based on a prorated rate.

Screenshot showing the Add Team Member modal

Accepting a Team Invitation​

Invited team members will receive a notification email that they have been invited to a team. Invitations can be accepted from the Teams section of the Rize dashboard.

Screenshot showing the team invitation in the Rize dashboard

Managing Team Members​

You can manage your team members from the Team Members section in Teams > [Team Name] > Settings. You can take the following actions from the row menu:

  • Edit a team member's name, email, role, or hourly rate.
  • Delete a team member.
Screenshot showing how to edit team members