Members

The Members directory shows everyone the current Workspace records work for, which role each person has, whether they have an Einblick account, and which invitations are still pending. Use it to manage Workspace access and operational records without changing a person's memberships in other Workspaces.

Browse and search members

Open Members to see all members of the current Workspace in a searchable table.
Filter by membership role, status, member-since date, account creation date, last login, or group. Search covers names, Workspace contact addresses, and verified account addresses; account dates stay empty for members without an account.
For members with an account, the email column shows the selected Workspace email, primary account address, and verified aliases. For members without an account, it shows the optional Workspace contact address.
Open a member to review Workspace-specific details such as role, groups, profile data, work times, and absences.

Members without an account

Use Add without account for someone whose work the Workspace needs to schedule, assign, or report without giving that person app access.

Enter at least a first or last name, choose a non-Admin role, and optionally add a contact email. Einblick creates an active member immediately; it sends no invitation, and the person cannot sign in.
Members without accounts appear in normal member pickers. They can receive task, event, scheduling, absence, employment, work-time, and timesheet records and can belong to or lead groups.
They do not appear online, participate in chats, or receive in-app, push, task, or shift notifications. Their contact email is an unverified Workspace-only delivery address for direct documents such as timesheet PDFs; without it, those documents are not sent to them.
Inviting the same contact address later links the accepted account to the existing member instead of creating a duplicate. Existing assignments, employments, work times, timesheets, and history stay attached. Acceptance still needs an available active-account seat.
Members without accounts do not consume an active-account seat. They share a separate Workspace capacity with inactive and archived memberships; reaching it blocks new additions but never blocks removing a member.

Workspace presence

The app header shows active members currently online in the selected Workspace.
Open the presence popover to see the online members' display names and avatars. Presence is scoped to the current Workspace and only includes members whose access is valid for that Workspace.
Presence updates from the browser session while the member is active and drops when the session disconnects.

Invite members

Click Invite Member from the Members page.
Enter one or more email addresses and choose their Workspace role. Separate addresses with line breaks or semicolons. The role starts with the Workspace default from Workspace Settings -> General, but you can change it before sending. The selector offers the protected Admin role and custom roles.
If you can manage groups, optionally choose a group for the invitation. When the recipient accepts, Einblick adds the new member to that group.
Einblick sends one invitation per unique valid email address. Successful invitations appear in the pending invitations list until they are accepted, canceled, or expire.
If the email already belongs to an existing Einblick account, the invitation still creates a Workspace membership request instead of a duplicate account.
Existing users can accept invitations sent to their primary email or another verified email address on the same account. If the signed-in account has not verified the invited address yet, the invitation page asks them to verify it before accepting.
If the address belongs to a member without an account, acceptance adds the account to that existing member and preserves the Workspace history already attached to it.
Accepting an invitation or reactivating an account-backed member is blocked when the Workspace has reached its active-member limit. Increase the limit or free a seat first.

Pending invitations

Workspace admins see pending invitations at the top of the Members page.
Pending invitations are sorted newest first. The page shows the first few by default and lets you expand the rest when there are many open invites.
Each entry shows the invited email address, assigned role, and when the invitation was sent.
Pending invitations can be copied, resent, or canceled before the recipient joins. Copying gives you the same invitation link that was sent by email.
Invitation matching uses every verified address on the recipient's account, not just the primary sign-in email.

Manage memberships

Update a member's role and membership status from the member detail page.
Adding a member without an account, changing any member's role or status, and removing a member are recorded in Workspace activity. These entries also cover members without accounts and identify them by their Workspace first and last name.
Maintain Workspace-specific first and last names, job title, phone number, birth date, social insurance number, bank details, groups, and imported profile details. A Workspace name overrides the account name only here; clear it to use the account name again. Einblick records which identity fields changed in Workspace activity without recording their values.
For a member with an account, choose a preferred Workspace email from their verified addresses; clearing it falls back to the primary account address. For a member without an account, maintain the separate unverified contact email instead.
Bank details can include account holder name, bank name, IBAN, and BIC/SWIFT. They are stored on the current Workspace membership, not on the person's global account.
Birth date, social insurance number, bank details, and Workspace phone are local to the current Workspace membership. They do not change the person's account profile or other Workspace memberships.
Admins can also maintain employment records with employer organization, start and end dates, expected weekly hours, working-time model, vacation entitlement, and optional compensation settings. Compensation can include an internal hourly rate and billing wage for salary exports and salary-cost reporting.
Employment records drive monthly expected hours and per-employment timesheet rows. From selected member rows, admins with member update access can create the same employment for multiple members at once.
Employment periods for the same member and employer cannot overlap, and new or changed periods cannot cover an already closed timesheet. When closed payroll records lock an employment, edit and archive actions are disabled; end the employment and create a new one for future changes.
When a newly created employment starts in the past, Einblick offers to assign existing unassigned work times in that employment period. Locked, archived, and already assigned work times are skipped.
Members can belong to multiple Workspaces. Changes on this page only affect the current Workspace.

Remove members from a Workspace

Remove from Workspace removes access by archiving the current Workspace membership. The former member disappears from member lists and pickers.
The person's Einblick account and access to other Workspaces remain unchanged. Work times, employments, timesheets, and other historical Workspace records stay linked to the archived membership.
To restore access, send a new invitation. Accepting it reactivates the same membership with the role selected for the invitation instead of creating a duplicate.
The last active admin in a Workspace cannot be removed until another admin is assigned.

Roles and status

Roles determine which features a member can use inside the current Workspace.
Manage custom roles in Workspace Settings -> Roles. Renaming a custom role updates its label for existing members and pending invitations because memberships store the role record.
Custom roles cannot be deleted while they are assigned to an active or inactive member. Archived former members do not block role deletion.
Active account-backed members can use the Workspace normally. Active members without accounts remain available for assignments and records but cannot sign in or hold the Admin role.
Inactive members stay on record but should not be treated as active participants in the Workspace.
Reactivating an inactive account-backed member counts against the Workspace's active-member limit.

Best practices

Review pending invitations regularly so stale access requests do not accumulate.
Use roles that match current responsibilities and adjust them when responsibilities change.
Remove or deactivate memberships promptly when someone no longer needs access to the Workspace.
Invite people who need app access; use Add without account only when the Workspace needs to keep records for them without a login.
Use groups to organize members for communication and shared workflows.