Team Collaboration

Elastic Time supports team collaboration through colleague invitations and client assignments. Work together with your team while maintaining clear ownership of clients and projects. This is great for working with colleagues or subcontractors.

Colleagues

Colleagues are users you’ve connected with in Elastic Time. Once connected, you can assign each other as team members on your respective clients.

Inviting a Colleague

1. Go to Team
2. Click “Invite Colleague”
3. Enter their email address
4. Click “Send Invitation”

The invited person receives an email with an accept link.

Invitation Flow

If the invitee has an account:

1. They receive the invitation email
2. Click the link to accept
3. You’re now connected as colleagues

If the invitee doesn’t have an account:

1. They receive the invitation email
2. Click the link, which directs them to register
3. After registering and verifying email, they can accept
4. You’re now connected as colleagues

Pending Invitations

Invitations stay pending until explicitly accepted:

• View pending invitations on the Team page
• Resend invitations if needed
• Cancel pending invitations

Managing Colleagues

The Team page shows:

• Accepted colleagues with their profile info
• Pending invitations awaiting acceptance
• Options to remove connections

Team Members

Team members are colleagues assigned to specific clients. When assigned as a team member, a colleague gains access to that client’s projects.

Assigning Team Members

1. Go to a client’s detail page
2. Find the Team Members section
3. Select a colleague to add
4. They now have access to this client’s projects

Team Member Permissions

Team members can:

• See the client’s projects in their activity dropdown
• Log activities against those projects
• View those activities in their reports

Team members cannot:

• Edit client or project settings
• View or create contracts
• View or create phases
• Generate invoices for that client

Removing Team Members

1. Go to the client’s detail page
2. Find the team member
3. Click to remove
4. They lose access to the client’s projects

Their existing activities linked to those projects remain unchanged.

Use Cases

Freelancer Collaboration

Two freelancers working on the same client project:

1. Freelancer A creates the client and project
2. Freelancer A invites Freelancer B as a colleague
3. Freelancer A assigns Freelancer B to the client
4. Both can log time to the project
5. Freelancer A generates invoices for both

Team Lead and Members

A team lead managing work for their team:

1. Lead creates clients and projects
2. Lead invites team members as colleagues
3. Lead assigns members to relevant clients
4. Members log their own time
5. Lead reviews all time in reports
6. Lead handles invoicing

Multiple Teams

An agency with multiple client teams:

1. Create clients for each engagement
2. Assign relevant team members to each client
3. Team members only see clients they’re assigned to
4. Central billing/admin handles invoicing

Gravatar Avatars

User avatars are pulled from Gravatar based on email address:

• Create a Gravatar account
• Upload your profile picture
• The same email in Elastic Time shows your Gravatar

Importing Team Activities

You can import historical time for team members. For each imported record, if there is a matching team member with the same email, activities will be imported and linked to them.

1. Go to Preferences
2. Find the Import section
3. Select the CSV file containing a column with team email addresses for each activity
4. Activities are created under the matching team member’s account

This requires the person to be a team member on the relevant client.