Adding Members to Teams | LP Classic Support

Adding workspace members to teams provides the following benefits:

• You can filter your plan and timesheets by team.
• The team association is captured in plan exports and timesheet exports.
• You can create custom reports by team.
• You can view resource workload by team.
• You can address a comment to a team, and each team member will receive an email notification in accordance with their notification preferences.
• You can create bill and pay rules by team.

Creating Teams

Workspace owners and Administrators can add Teams to the workspace from the User Menu > Settings. Under Data Customization, select Teams > Add Team > enter the team name > click OK. Now you’re ready to add workspace members to these teams via the member profile.

Adding Workspace Members to a Team

Go to the People tab > Member List > select a member to open their Profile > choose the appropriate team under the Team field. Members can also update their own team assignments from their User Menu > My Profile.

Workspace members can only be added to one team. If you need to filter the plan or report by a set of people that aren’t part of a single team, create a Saved Person Filter.

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