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Team & Roles

Cost rates and capacity

Per-member cost rate and weekly capacity, set from the Team page.

The Team page is a Pro plan and above feature, available to Owner and Admin only.

From Team, Owner and Admin can set two things per member, directly in the table:

Cost rate

What that person actually costs you per hour — separate from the bill rate, which comes from the project and is what your client is charged. Cost rate feeds profitability and margin reporting; bill rate is what ends up on an invoice.

Cost rates are sensitive: only Owner, Admin, and Billing can ever see them — including a Member looking at their own row, which stays blank. Leaving the field empty means no cost rate is on file for that person.

Weekly capacity

Overrides the organisation's default weekly capacity (set in Organisation settings) for one specific person — useful for a part-timer or someone on reduced hours. Leave it blank to fall back to the org default. Unlike cost rate, capacity is visible to everyone, just editable only by Owner and Admin. If a member's combined allocation across active projects goes over 100% of their capacity, the Team page flags it with a warning.

Changing someone's role, or removing them

A member's role can be changed directly from the same table. An organisation always needs at least one Owner, so the role dropdown and the remove button are both disabled for the last remaining Owner — you'll need to promote someone else first. See Inviting and removing members for what happens when someone's removed.

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