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

# The member record

> One page per person in TimeTracker – profile, employment, rates, schedule, time off, location and notifications – and what each tab lets you change.

Every person on your roster has their own page. Click their name in **Settings → Team Members** to open it.

The record is split into seven tabs. Each one is separately permission-gated, so you only see the tabs you are allowed to use.

## What the record header shows

| Element   | What it is                                       |
| --------- | ------------------------------------------------ |
| Back link | **Team Members**, returns to the roster          |
| Avatar    | Their profile picture                            |
| Title     | Their name, with `(you)` on your own record      |
| Subtitle  | Their role badge, their email, and a status pill |

The status pill only appears when it matters – for **Deactivated**, **No login** or **Invited**. An active member has no pill.

## The seven tabs

| Tab               | What it holds                                          |
| ----------------- | ------------------------------------------------------ |
| **Profile**       | How they appear, their role, their access, and removal |
| **Employment**    | Your HR record, reporting lines and the clock switch   |
| **Rates**         | Billing and cost rates, plus rate history              |
| **Schedule**      | Which working pattern they follow                      |
| **Time off**      | Leave balances and balance history                     |
| **Location**      | Where they are allowed to work                         |
| **Notifications** | Their notification and reminder preferences            |

### Profile

The **Profile** card is described as `How this person appears to everyone in this workspace.`

| Field            | Notes                                                                                                   |
| ---------------- | ------------------------------------------------------------------------------------------------------- |
| Profile picture  | Upload, replace or remove                                                                               |
| **Display name** | Hint: `Leave blank to use their account name.`                                                          |
| **Role**         | Disabled without `member.changeRole`, with the note `Only a workspace admin can change someone's role.` |

Below the card are two more: **Access** and **Remove from workspace**.

**Access** is described as `Switch this person's access to the workspace off without removing them or anything they've logged.` It holds one switch, **Can open this workspace**:

* On: `They can sign in and use the workspace as their role allows.`
* Off: `They cannot sign in. Their time, rates and history are untouched, and turning this back on restores them exactly as they were.`

Toggling it shows a toast, `Access switched off.` or `Access restored.`, with an **Undo** action. There is no confirmation modal, because it is reversible.

If you are the owner, a **Transfer ownership** card also appears. See [change someone's role](/team/change-someones-role).

<Note>
  The **Access** section is hidden on your own record. You cannot switch off your own access – the message is `You can't deactivate your own access. Ask another admin to do it.`
</Note>

### Employment

Three cards.

**Employment** – `Your own HR record for this person. Only workspace admins can see or change it.`

| Field                | Options                                                  |
| -------------------- | -------------------------------------------------------- |
| **Job title**        | Free text                                                |
| **Employment type**  | **Employee**, **Contractor** or **Part-time**            |
| **Employee ID**      | Must be unique in the workspace                          |
| **Joining date**     | A date                                                   |
| **Termination date** | A date. For your record only – it does not remove access |

**Reporting**

| Field       | Notes                                                                                                                                                   |
| ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Groups**  | Multi-select. Help text: `The first group is their primary one – it decides whose schedule they follow and which group their report totals roll up to.` |
| **Manager** | Placeholder `No manager`                                                                                                                                |

**Time & attendance** – `Whether this person clocks in and out, regardless of what their role allows.` See [per-person permissions](/team/per-person-permissions).

Each card has its own **Save** button. Saving shows `Employment details saved.`

### Rates

The **Rates** tab holds the rate editor and a history card, so you can see what someone was billed at on any past date.

Without `rate.viewBilling` the tab explains that you do not have permission to see pay rates.

See [set a person rate](/rates/set-a-person-rate).

### Schedule

Two cards – **Their own schedule** and a read-only **Inherited** card showing what they get from their primary group.

**Assign a schedule** opens a dialog with three fields:

| Field                | Notes                      |
| -------------------- | -------------------------- |
| **Schedule**         | Which working pattern      |
| **Effective from**   | The start date             |
| **Until (optional)** | Leave blank for open-ended |

See [assign a schedule](/schedules/assign-a-schedule).

### Time off

Read-only. **Leave balances** shows each policy in the shape `12 accrued · 4 used · 1 pending`, with the available figure alongside. An **Adjust** control appears if you hold `leave.managePolicy`.

Below it, a read-only **Balance history**.

See [leave balances](/time-off/leave-balances).

### Location

Read-only summary card **Where they can work**, plus:

| Control                                    | What it does                                             |
| ------------------------------------------ | -------------------------------------------------------- |
| **Follows the workspace's location rules** | A switch                                                 |
| **One-off exception**                      | **Starts**, **Ends**, **Reason**, then **Add exception** |

See [location rules](/location-rules/overview).

### Notifications

Holds that person's own notification and reminder preference cards. Settings live on the person, so they can change them back themselves.

See [your notification settings](/account/notification-preferences).

## The avatar rule

TimeTracker can show either the picture from their sign-in account or one you upload here. Uploading takes over.

<Warning>
  Once a picture is uploaded in TimeTracker, the picture from their sign-in account is ignored everywhere. Changing it where they sign in appears to do nothing.

  To hand control back, click **Remove**. You get the toast `Profile picture removed.` and the sign-in picture is used again.
</Warning>

Accepted formats and size:

| Rule         | Value                |
| ------------ | -------------------- |
| Formats      | PNG, JPEG, GIF, WebP |
| Not accepted | SVG                  |
| Maximum size | 5 MB                 |

Errors: `That image is larger than 5 MB. Pick a smaller one.` and `That file type isn't supported. Use a PNG, JPEG, GIF or WebP image.`

## Example

Tom Whitfield opens Sarah Lin's record at Northwind Studio.

<Steps>
  <Step title="Profile">
    Her role reads **Member**. Her access switch is on.
  </Step>

  <Step title="Employment">
    Job title `Senior Designer`, employment type **Employee**, employee ID `NW-006`, joining date 3 January 2025. Her groups are **Design** then **Delivery**, so **Design** is primary. Her manager is Priya Raman.
  </Step>

  <Step title="Rates">
    Billing rate $100/hour, cost rate $45/hour.
  </Step>

  <Step title="Schedule">
    She follows the Design group's schedule – Monday to Friday, 9:00 to 17:00, 40 hours.
  </Step>

  <Step title="Time off">
    20 accrued · 6 used · 0 pending, so 14 available.
  </Step>
</Steps>

## Permissions

Each tab is gated separately.

| Tab or field                                  | Capability           |
| --------------------------------------------- | -------------------- |
| Open a record                                 | Workspace access     |
| Email, employee ID and other personal details | `member.changeRole`  |
| Change the role                               | `member.changeRole`  |
| Switch access on or off                       | `member.changeRole`  |
| Employment, reporting, clock switch           | `member.changeRole`  |
| Change the avatar                             | `member.changeRole`  |
| See billing rates                             | `rate.viewBilling`   |
| See cost rates                                | `rate.viewCost`      |
| Change rates                                  | `rate.manage`        |
| Assign a schedule                             | `schedule.manage`    |
| See leave balances                            | `leave.viewOthers`   |
| Adjust a leave balance                        | `leave.managePolicy` |
| Manage location rules                         | `location.manage`    |
| Remove them                                   | `member.remove`      |
| Transfer ownership                            | Owner only           |

You always see your own profile. Everyone is entitled to their own record.

## Common questions

<AccordionGroup>
  <Accordion title="Why does my uploaded photo not change when I change it where I sign in?">
    Uploading a picture in TimeTracker locks the record to that picture. Click **Remove** to go back to using your sign-in account's photo.
  </Accordion>

  <Accordion title="What is a primary group?">
    The first group in the list. It decides whose schedule the person follows and which group their report totals roll up to. Reorder the list to change it.
  </Accordion>

  <Accordion title="Does a termination date end their access?">
    No. It is a record only. Deactivate or remove them to end access.
  </Accordion>

  <Accordion title="Why can I not see the Rates tab?">
    You do not hold `rate.viewBilling`. Rates are private pay information.
  </Accordion>

  <Accordion title="Can someone edit their own record?">
    Everyone can reach their own profile. Employment details, role and rates need `member.changeRole` and the rate capabilities, so a regular member cannot edit their own pay.
  </Accordion>

  <Accordion title="Can I deactivate myself?">
    No. You get `You can't deactivate your own access. Ask another admin to do it.`
  </Accordion>
</AccordionGroup>

## Troubleshooting

| Problem                            | Cause                                              | Fix                                    |
| ---------------------------------- | -------------------------------------------------- | -------------------------------------- |
| A tab is missing                   | You lack the capability for it                     | Ask an owner or admin                  |
| The role dropdown is disabled      | You lack `member.changeRole`                       | Ask an owner or admin                  |
| An avatar upload fails             | The file is over 5 MB, or is an SVG                | Use a smaller PNG, JPEG, GIF or WebP   |
| The employee ID is refused         | Another member already has it                      | Pick a different one                   |
| Deactivating the last owner fails  | A workspace always needs one owner who can sign in | Make someone else an owner first       |
| The clock switch will not turn off | They are clocked in right now                      | Clock them out on their timecard first |

## Related guides

<CardGroup cols={2}>
  <Card title="Change someone's role" icon="shield" href="/team/change-someones-role">
    Move a person between roles.
  </Card>

  <Card title="Per-person permissions" icon="sliders" href="/team/per-person-permissions">
    The clock switch and how deny-only works.
  </Card>

  <Card title="Groups" icon="users" href="/team/groups">
    Primary groups, schedules and reporting.
  </Card>

  <Card title="Set a person rate" icon="dollar-sign" href="/rates/set-a-person-rate">
    Billing and cost rates.
  </Card>

  <Card title="Remove a member" icon="user-minus" href="/team/remove-a-member">
    End someone's access.
  </Card>

  <Card title="Your profile" icon="user" href="/account/your-profile">
    Your own settings.
  </Card>
</CardGroup>
