A team (sometimes known as ‘field staff’), are assigned to bookings by the Admin/Staff to physically complete the jobs. They have very limited visibility in the account and can only manage their availability and view their assigned bookings.
Click here for more info on Team Permissions for what they can see in the account
Create a Team
Teams should be created as individuals, but saved with the same Team Name if you would like to group them. This way, each person to a team has their own profile and is emailed, paid, rated, etc, separately.
To create a Team, go to:
Settings > People > Teams >Click Add New on top right of your screen
Once you’ve created a Team, they will have their own profile where you can view bookings, enter Wages, add Tags etc.
Send your Team(s) a Welcome Email
You can send your Team a welcome email that will allow them to create their password, to log in to the system.
To do this, go to:
Settings > People > Team
Select the Settings gear next to the Teams name
Choose Resend Welcome Email
Your team will receive an email with a link to set up their login password
The email your Team will receive will look like this:
Perform other Actions
Click the gear icon to view additional options
Archive team (recommended): Disable team login but conserve all their data inside the system
If team needs to be re activated, you can unarchive them without issue
Delete Team- Disable user login and delete all data from system.
THIS CANNOT BE UNDONE
