Overview
The Firm Members page is where you manage the people on your team, set their individual work capacity, and fill out custom fields for firm members. Capacity set here is what powers the Capacity Planning page - once a team member's weekly capacity is entered, it automatically displays alongside their scheduled work and actuals in Capacity Management.
Note: This view is only accessible to account admins on the Premium Plan.
Accessing Firm Members
Find Firm Members in the sidebar menu. Selecting it opens the Firm Members page, which follows the same two-tab structure used on the Clients page:
Members List - the table of your team members, with Name, Weekly Capacity, and any custom field columns you've added
Custom Fields - where you create and manage the custom fields available for firm members
From the Members List tab you can:
Filter the list by any column, including custom fields
Add or remove columns to control which fields (including custom fields) are shown
Click the sort icon next to Name to sort the list alphabetically
Custom Fields for Firm Members
Just like Clients, Firm Members now support custom fields. Use custom fields to track additional information about each team member that isn't covered by the built-in Name and Weekly Capacity columns.
To set up and use a custom field:
Go to the Members Custom Fields tab and create the new field
Go back to the Members List tab and add that custom field as a column (using the add/remove columns option)
Fill in or edit the field's info per team member by editing directly on the table, the same way you'd edit any other cell
Editing existing custom field data works the same way - just click into the cell on the table and update it directly.
Once created, custom fields can also be filtered on within the Members List tab.
Note: Custom fields on Firm Members currently work only within the Firm Members page itself. They cannot be shown, filtered, or searched on other pages (such as Projects Table).
Setting Capacity Per User
Weekly Capacity is inline editable - no separate save step required:
Locate the team member in the list
Click directly into their Weekly Capacity cell
Enter or update their weekly capacity in hours (the number of hours they're expected to be available to work each week)
Click away from the cell and the change is saved automatically
This capacity number is what appears on the right-hand side of that person's row on the Capacity Planning page, alongside their actual hours logged and their scheduled hours (e.g., "12/32hrs").
How This Connects to Capacity Management
Capacity set on the Firm Members page flows directly into the Capacity Management view
If a team member's capacity changes here, their totals on the Capacity Planning page update automatically
This keeps the two pages in sync, so admins only need to set capacity in one place
Custom fields do not currently flow into Capacity Management - only Weekly Capacity does
Quick Tips
Keep capacity numbers up to date as team members change their schedules so Capacity Planning stays accurate
Review Firm Members periodically to make sure every active team member has a capacity set - anyone without one may not show accurate totals on the Capacity Planning page
Use custom fields and column filtering to organize and find team members more easily within the Firm Members page