Workspace member

What a Member does day to day in SAQ, with links to each task, and what a Member cannot do without the Owner or Admin role.

Written for
user
Roles
member
Requires
Member role in the workspace
Feature
members

A Member is a workspace user who does the work: takes tickets, comments, logs time, and keeps the board moving. Members see the projects they belong to, every ticket in the Inbox, and any ticket they report or are a viewer on. This page is the day-to-day map; each item links to the task page.

Before you start

You need the Member role in the workspace, given by an Owner or Admin when they invite you. To see a project's tickets you must be added to that project by an Owner, Admin, or that project's Project manager.

Your day

  • See what is yours. My work shows Assigned to me, Reported by me, Watching (tickets you are a viewer on), and Due soon. See My work.
  • Work the board. Drag cards between states, or use the keyboard. See Use boards and Change ticket state.
  • Create tickets on your projects or in the Inbox with New or the c shortcut. See Create a ticket.
  • Update a ticket: title, description, kind, priority, labels, dates, assignee, estimate, and the billing fields on your projects. See Update a ticket and Ticket billing fields.
  • Comment at the right audience. Shared reaches the client; Internal reaches workspace users and elevated client users on the project; Staff reaches workspace users only. Mentioning someone makes them a viewer. See Comment on a ticket and Share a ticket with viewers.
  • Attach files up to 20 MiB each. See Attach files.
  • Link tickets and set parents. See Link tickets.
  • Move a ticket between two projects you belong to, as long as its billing client is still valid on the target. See Move a ticket.
  • Log time on any ticket you can see that is in a project: a date, a duration, an optional start time, a note that only workspace users read. There is no timer. See Register time and Edit or delete time.
  • Check your week in the grid under Time, and compare it with your expected minutes per week. See Weekly grid.
  • Run reports on minutes and money for the tickets you can see. See Run reports.
  • Triage the Inbox: route an email to a project as a new ticket or merge it into an existing one. See Triage the Inbox and Restricted review.
  • Search by title, text, or id from the palette (⌘K / Ctrl+K). See Find tickets.
  • Tune notifications under Account → Preferences. See Email notifications.
  • Create a personal API token for an integration or an AI assistant that acts as you. See API tokens and agents.

What a Member cannot do

Task Who can
Create projects, set a project's billing client or billing mode, archive a project Owner or Admin
Add or remove project members, elevate client users, add collaborating clients Owner, Admin, or the project's Project manager
Create or edit clients, client users, contacts, billing recipients Owner or Admin
Close a period, make corrections, edit another person's time Owner or Admin. See Close a period.
Rate cards, policies, time banks, billing runs Owner or Admin
Download client timesheets Owner or Admin; a Member only with a client-wide grant or as Project manager of that project
Workspace settings, workflow, labels, mailbox, authentication, members Owner or Admin
Delete or redact a ticket Owner or Admin. A Member can archive tickets on their projects.
Move a ticket so that its billing client would be reset Owner or Admin, who must confirm the reset
See the Billing and Settings entries in the sidebar Owner or Admin; they are hidden for Members

When you try something outside your role, SAQ answers "Only owners and admins can do this." or "Only owners, admins, or a workspace project manager can do this."

  • Documentation by role How workspace role, client user mode, and project role combine into what a person can do in SAQ, with the full permission matrix and a page for each role.
  • Project manager What the Project manager role adds on one project, what still needs an Owner or Admin, and the limits when the manager is an elevated client user.
  • My work The My work page lists the open tickets assigned to you, due soon, reported by you, and shared with you, for workspace users and client users alike.
  • Register time Log a time entry on a ticket as a work date plus a duration, from the ticket page, the Time page, the weekly grid, the command palette, or the API.
  • Triage the Inbox Route unmatched email and client-started tickets into a project, or merge a message into an existing ticket, from the shared Inbox.