> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftsheet.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Your Team

> How to invite employees, assign roles and managers, configure eligibility, and set billing rates.

The **Users** page is where you manage everyone in your company. Go there from the sidebar (visible to Company Admins only).

***

## Inviting a new employee

<Steps>
  <Step title="Go to Users">
    Click **Users** in the sidebar.
  </Step>

  <Step title="Click Invite Employee">
    Found at the top right of the page.
  </Step>

  <Step title="Enter their details">
    * Email address
    * First and last name
    * Role (Employee, Manager, or Company Admin)
    * Manager (who they report to)
    * Employment type (Full-time, Part-time, Casual, Contractor)
  </Step>

  <Step title="Send the invite">
    The employee receives an email with a link to set their password and activate their account.
  </Step>
</Steps>

***

## Changing a user's role

1. Find the user in the Users table
2. Click the actions menu (three dots) on their row
3. Select **Change Role**
4. Pick the new role and confirm

<Warning>
  Promoting someone to **Company Admin** gives them full access to all company data, settings, and users.
</Warning>

***

## Reassigning a manager

1. Find the user in the Users table
2. Click **Reassign Manager**
3. Select the new manager from the list

The user's future timesheet submissions and leave requests will go to the new manager.

***

## Managing eligibility

Go to the **Management** tab on the Users page. You'll see toggle switches for each employee:

| Toggle       | Effect                                                      |
| ------------ | ----------------------------------------------------------- |
| **Active**   | Whether the account is active. Inactive users can't log in. |
| **Flexi**    | Allows this employee to accumulate and use Flexi time       |
| **TIL**      | Enables Time in Lieu tracking                               |
| **Overtime** | Tracks and calculates overtime for this person              |
| **RDO**      | Enables Rostered Day Off accrual                            |

***

## Setting billing rates

Go to the **Rates** tab. For each employee you can set:

* **Rate Type** — Hourly, Fixed Weekly, Fixed Fortnightly, or Fixed Monthly
* **Cost Rate** — what this employee costs the business per unit
* **Billable Rate** — what you charge a client for this employee's time

<Note>
  Rates set at the project or task level take priority over user-level rates. User rates are the fallback when no project-specific rate is configured.
</Note>

***

## Viewing a user's timesheets

Click the **View Timesheets** action on any user row to see their full timesheet history — including all statuses, hours, and entries.

***

## Deactivating a user

1. Go to the **Management** tab
2. Toggle the **Active** switch off for that user

Deactivated users cannot log in, but their historical data (timesheets, leave records, approvals) is fully preserved.