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The Team Directory not only provides team information at a glance, but it also contains Employee Profiles, where you can find more user-specific information.

In addition, you can add or remove users, as well as manage each team member's permission levels and compensation. Continue reading below for more information!

Team Directory Overview

Filters and Sorting

Use the Search Bar to find a team member by name or use the filters at the top of the page to narrow the results by the options listed below. To apply a filter, click Filters and select the filter type(s) you want to use. Once selected, choose the specific options to include in each filter.

Status - filters to show users based on their specific account status
- Active - users who have accepted their invitation to join Monograph and have an active account
- Invited - users who have been invited to join Monograph but have not accepted the invitation
- Not Invited - users who have an account in Monograph but have not yet been sent an invitation
- Inactive - users who have a deactivated Monograph account
Permissions - filters to show users based on their applied permissions policy
- All policy names are available for selection

Additionally, you can change the Sort By order of the Team Directory by clicking on the header for any column.

To share the page with selected filters applied, click Filters and then Copy Filtered View. This generates a link that allows another Monograph user to open the page with the same filters already in place - no additional setup required.

To note: the link will only work for users with the appropriate permissions to view the page in the same state as the sender. If a user does not have access to all included data, the page will not open.

Inviting Your Team

To invite a team member to join your company on Monograph, click on Add Member in the upper-right corner.

Next, enter their Name and Email and select the Permission level that the team member should have. Additionally, they can be assigned a Default Role and Billable Rate to their profile. This means that if they log time to a project that they haven't been assigned to, their selected Default Role and Billable Rate will apply. This will also be the Default Role and Billable rate that is used when adding the team member to a project.

If they should be invited at the time that you're creating their account, select Send invite email. If their account is being set up in advance and should not yet be invited, leave the invitation option unselected.

Once you click Create, if Send invite email is selected, your team member will receive the invitation to join Monograph and create a password.

🎓 When a team member is added to Monograph, their seat will be billed at that time for the prorated amount of what is remaining in your current subscription, regardless of whether the invitation is sent or not.

In the Team Directory, the following statuses will be considered paid seats:

Active: Users who have accepted their invitation and have an active account.
Invited: Users who have been invited but have not yet accepted.
Not Invited: Users who have an account created but have not been sent an invitation.

Inactive team members are not paid seats; these are users who were previously invited and may have been active at one point, but were deactivated.

If you choose to send your team member's invitation later, after creating the account, you can do so by clicking Send invitation under the Onboarding column in the Team Directory. You can also resend the invitation if needed by clicking on Resend invitation.

After a team member has accepted their invitation, if you haven't already added their compensation, you'll see Add compensation under the Onboarding column. If their compensation has already been added, the Onboarding column will show Complete.

Employee Profile Overview

Access a team member's Profile by clicking on their name from the Team Directory. Below, you'll find information for each team member.

Basic Information

Your team member's basic contact information, pronouns*, title, and permission level can be adjusted by clicking on Edit in the upper right corner.

*Team members' pronouns cannot be changed by any users other than themselves.

Default Role

Select your team member's default role and billable rate, or add a new one from the Roles & Rates tab at the top of the page.

Compensation

Add your team member's historical, current, and upcoming compensation information to ensure the most accurate reporting.

🎓 For more information on how to add and update Compensation, click here.

Projects

See an overview of current projects that the team member is assigned to. Projects assigned to the team member may be viewed by clicking on Projects under the team member's name on the top left of the page.

The project list can be sorted by Project # or Project Name by clicking on the header for each column.

Click Next within the project list (if shown) to continue through all of the team member's active projects. Click on Show non-active projects to see any assigned projects that aren't currently active.

Work Distribution

This graph provides a visual of the distribution of hours that the team member has worked on each project (and/or lead, if the Pipeline feature is enabled) within a specified date range. Hover over the pie chart for a breakdown of hours, or click on a project from the right side of the screen to go to that project's Overview.

Average Assigned Hours

This chart provides a visual of the average assigned hours across projects in the future, giving you insight into the team member's capacity. This will default to show 3 months, but click on the dropdown to see up to 2 years.

Deactivating a Team Member

🎓 When a team member is deactivated from Monograph, a prorated credit will be applied to your account for the seat's unused time that is remaining in your current subscription. This credit will be applied to your billing the next time that a new team member is added, or when the subscription renews - whichever comes first.

There is no way to schedule deactivating a team member for a later time - it will go into effect as soon as the team member is deactivated.

Deactivating a team member allows you to remove them from your organization without losing any data, such as project assignments or time logged to projects by that team member. This will also continue to allow their data to be included in reports.

To deactivate a team member, in the directory, click the three dots to the right of that user's row, then click Deactivate.

If you need to reactivate a previously deactivated user, remove the Status filter to see all users and click on Reactivate under the Onboarding column. You can also click on Reactivate within the three dots.