Team & Reports
Shipmark is built for collaboration from day one. This page covers bringing teammates in, the visibility a manager gets, generating reports, and how notifications keep everyone current.
Inviting Your Team
No team-size limit on either plan — invite everyone who needs access.
Team Member Roles
Three roles, each with a clear, fixed set of permissions.
Manager Dashboard
See exactly what your team did today — no status meeting required.
Reports
Work-type, project, and member breakdowns for any date range.
Notifications
Know the moment something needs you, without refreshing anything.
Keeping everyone in the loop
Invite teammates
Member, Manager, or Admin.
Notifications fire in real time
Task assignments, comments, client submissions.
Manager reviews team activity
Filtered by project, member, or date.
Generate a report
For a client, or your own records.
Inviting Your Team
No team-size limit on either plan — invite everyone who needs access.
Why it exists
Shipmark is designed for team collaboration, not solo use with occasional guests — pricing scales on things like projects and clients, never on headcount.
When to use it
As soon as you have a second person doing work worth logging.
- 1
Go to Team Settings
From your account menu.
- 2
Send an invitation
Enter an email and choose a role: Member, Manager, or Admin.
- 3
They accept and land in your workspace
Same sign-in options as anyone else — password, Google, or email code.
Pro Tip
Team Member Roles
Three roles, each with a clear, fixed set of permissions.
Why it exists
A flat "everyone can do everything" model breaks down once a team has more than a couple of people — roles keep responsibility clear.
When to use it
Set at invite time, adjustable later by an Admin.
Pro Tip
Pro Tip
Pro Tip
Manager Dashboard
See exactly what your team did today — no status meeting required.
Why it exists
The whole point of daily logging is that a manager never has to ask 'what did you work on'. The dashboard is where that visibility actually shows up.
When to use it
Any time you'd otherwise be asking around for a status update.
- 1
Open the team dashboard
Available to Manager and Admin roles.
- 2
Filter
By project, team member, or date range.
- 3
Spot blockers immediately
Logged blockers surface without anyone having to flag them separately.
Pro Tip
Reports
Work-type, project, and member breakdowns for any date range.
Why it exists
A dashboard shows what's happening now; a report is what you hand to a client or keep for your own records after the fact.
When to use it
End of week, end of month, or whenever you need a summary rather than a live view.
- 1
Open Reports
Open to every workspace member, scoped to their own logs by default.
- 2
Pick a date range
Any range you need.
- 3
Managers and Admins see more
A full team breakdown by member, on top of the same report.
Pro Tip
Notifications
Know the moment something needs you, without refreshing anything.
Why it exists
Task assignments, client submissions, and comments are only useful if you see them promptly — notifications remove the need to keep checking manually.
When to use it
Always on in the background — this is a passive feature, nothing to set up.
- 1
Watch the bell icon
A badge shows your unread count in the top bar.
- 2
Click through
Jumps straight to whatever triggered it — a task, a comment, a client submission.
- 3
Mark as read
Individually, or all at once.
Pro Tip
Best practices
- Give Manager access to whoever actually reviews client scope requests day-to-day, not just whoever is most senior.
- Check the Manager Dashboard's blocker view before a status meeting, not during one — it usually removes the need for the meeting at all.
- Use project-scoped invites for short-term collaborators instead of full workspace access.
Frequently asked questions
Related guides
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