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In TimePlanner, Members refers to the Jira users within your organization who are actively involved in projects. These users are individuals with accounts linked to your Jira instance and contribute to project tasks, time logging, and resource management.
Manage Members allows App Admins to view and manage team member profiles, providing access to important details such as roles, skills, availability, capacity, and cost rates.
How to access Members
From the left-hand menu, click on 
Member Views
To manage your team effectively, you can view the members in two modes: Table View and Grid View.
How to Switch Between Views
To toggle between the List View and Grid View, simply use the 
List View
List View provides a detailed, table-based layout for viewing and managing team member data. It organizes key information into easy-to-scan rows and columns.
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Name: Identify each team member easily.
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Time Zone: Track each member’s time zone for better scheduling.
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Job Title: See the role assigned to each member.
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Years of Experience (YOE): View the number of years each member has in their role.
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Skills: Highlight the skills each member offers.
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Team: Identify the specific team each member is part of.
Tips: Use Filters in the List View to quickly narrow down results by job title, years of experience, department, and other key attributes.
Grid View
Grid View displays team members in a visually focused layout using profile cards and photos. This view makes it easy to browse the team and quickly identify individual members.
Manage Individual Member
To view more details about a specific member, click directly on the member's name:
This will open a full-screen view containing valuable insights across multiple categories, including:
View Workload and Performance (Overview)
The Overview tab provides a summary of the member’s workload, availability, and utilization for a selected period.
Use the date controls to move between periods and select the type of work you want to review.
Manage Member Profile
Access and update your team members' job titles, departments, years of experience, and technical skills to keep profiles aligned with project needs and ensure the right resource is assigned to each task.
Track and Assign Rates
For App Admins or Billing/Cost Admins, manage and assign cost rates to resources. This allows you to track the financial aspects of your team and ensure accurate budgeting and project cost allocation.
Set and Adjust Capacity
The Capacity tab allows admins and authorized users to define and manage a member’s available working hours. By setting default or custom availability, you can ensure that each team member has the right workload balance and is neither over-allocated nor underutilized.
Manage Holidays
The Holiday tab allows you to view and update scheduled holidays and non-working days for each member. By assigning holiday calendars, admins can ensure that resource availability reflects official holidays and company policies.
Settings
The Settings tab contains member-specific preferences for approvals, date and time formats, Jira integration, and notifications.
Note: The Settings tab is private to each member. You can view and manage only your own settings. App Admins cannot access or modify another member’s Settings tab.
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Default Approver
The Default approver section defines who is responsible for reviewing the member’s requests and submissions.
Separate default approvers can be assigned for:
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Leave: Reviews the member’s leave requests.
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Timesheet: Reviews the member’s submitted timesheets.
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Date, Time, and Duration Formats
This section controls how dates, times, and durations are displayed for the member.
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Format preset: Applies a predefined combination of display formats.
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Date format: Determines how calendar dates appear.
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Time format: Selects a 12-hour or 24-hour clock.
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Time display format: Determines how logged and scheduled durations are shown, such as in hours or days.
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Jira Integration
The Jira Integration section controls worklog synchronization between TimePlanner and Jira.
Enable Sync Jira Worklogs to synchronize the member’s worklogs with Jira across all applicable projects. This helps keep time-tracking information consistent between the two systems.
4. Notifications
The Notifications section controls which events generate alerts for the member.
For each available event, you can independently enable or disable:
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In-app notifications
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Email notifications
Notification options may include timesheet updates, leave-request updates, changes to capacity or holiday calendars, approval requests, and product updates.
