As a business owner, working with others in FreshBooks is as easy as inviting them to join your account. Add team members as Unassigned, at no extra cost, to track their information inside your account. Then when you’re ready to start collaborating, use your paid team member invitations to assign them a role as an admin, manager, employee, contractor, or accountant.
Check off the boxes next to each project you want the team member to track time for, or check off the box next to Select All Projects instead
Then select Assign Projects
Select No thanks if you want to assign them to a project later.
The team member will receive an email inviting them to join. Feel free to send your team member one of the Getting started guides here to help them get set up in FreshBooks.
Manage Team Members
All unassigned, invited, and accepted team members can be found in the Team Members section.
Team Member Settings
Accepted team members with any role other than Unassigned have additional settings that can be adjusted anytime with these steps:
Select the TeamMembers section
Then select the team member you want to review
Under Team Member Settings, select any of the below:
To determine the rate your team member’s time can be billed at, select Set Billable Rate and follow the steps here
If needed, select the Edit button next to the role to change your team member's level of access, and select Save to apply the changes.
Payroll
Any team members on FreshBooks Payroll will be listed in the Team Members section as Yes under the On Payroll column. Add or manage your team member’s payroll information, including the below:
Personal Profile - Add or update the team member’s personal details and home address
Work and Banking Details - Add or update the team member’s location and compensation
Federal Tax - Add or update the team member’s federal tax details
State Tax - Add or update the team member’s state tax details
Individual and Bulk Actions
Hover over any accepted team member to quickly perform any of these actions:
Invite - Select the plane icon to invite a team member or re-send an invitation
Edit - Select the pencil icon and you’ll be taken to the edit screen of the team member's profile where you can adjust and save afterwards
Delete - Select the trash can icon to delete a team member not on FreshBooks Payroll. You can view all deleted team members by selecting on the View Deleted Team Members button at the bottom of the list
Bulk Actions - Check off the boxes next to any team member not on FreshBooks Payroll, select the Bulk Actions button, and then select Delete