Learn how to add and manage people in Caperity.
Add a Team Member
To add a team member, got to People → Create Team Member
Select the access level to set permissions. Team members can also be set up as planning resources — without a login.
Set the Plannable flag for team members you want to include in planning.
Understanding Access Levels
Access Levels define what team members can see and do in Caperity:
- No access – Planning Resource: Add people for planning only. No login access.
- Member: Can log in, manage their own hours, and view others’ hours.
- Manager: Can view and edit hours for their team.
- Administrator: Full access, including settings, subscription management, and bulk imports of projects and other data.
Set Working Hours
Working hours can be set individually per team member.
Go to People → Maintain Working Hours:
You can set working time defaults for your team via the Settings panel:
If you want to set working hours for multiple team members at once, click Set Working Hours in Bulk.
Upload Team Members From a Spreadsheet
Use the import wizard in the settings panel to upload team members from a spreadsheet.
Archive Team Members
Team members who have left can be archived. Their planning data is retained, but they no longer appear in planning views.
Click on the Archive link in the team member details:
