You want your people to stay informed without overwhelming them. Here's how Pro's Team structure ensures the right information gets to the right people.
How the Team Structure Controls Notification Feeds
Teams uses a structure with three distinct roles (Manager, Observer, Member) to control their notification feeds and the actions they can take on each Team. These roles control what notifications people receive and what actions they can take within the team. People can hold different roles on different teams - for example, someone could be a Manager on one team while serving as an Observer on another.
Team Managers
Team Managers are your active field leaders who handle day-to-day operations:
See real-time activity on the home screen showing:
Team jobs and schedules
Active timecards
Employee clock-ins/outs
Time card infractions requiring review
Handle operational tasks:
Review and approve/deny infractions with comments
Clock-out team members
Process supply requests
Hire employees from the field
Receive customizable notifications for events like:
Late arrivals
Missed clock-ins
Employees leaving job sites
Supply shortages
For example, if you have a supervisor managing night cleaning crews, they would be set up as a Team Manager to see all their crews' activities, manage any infractions that occur, and handle issues during the shift.
Team Observers
Team Observers are typically higher-level administrators or regional managers who need oversight without direct management responsibilities:
Access activity feed based on notification preferences
Don't see real-time activity on the home screen like managers do
For instance, a regional manager might be an Observer on multiple teams to monitor overall performance while letting the Team Managers handle daily operations.
Check out this article on managing default notifications.
Team Members
Team Members do the actual work:
Only see jobs assigned to their teams
Clock in/out of assigned jobs
View personal schedules and time cards
Request supplies through the app
Take and log breaks
Communicate with team managers
A typical example would be a cleaner who works on both the general cleaning and floor care teams - they would be a Team Member on both teams, seeing only the jobs assigned to each Team.
Managing Team Members and Roles
There are two simple ways to handle all Team member changes, whether adding people, removing them, or adjusting their roles. You can work through either the Teams or People menu - choose whichever is more convenient for your workflow.
Check out this detailed guide for further instructions:
Find more answers to common questions in our Help Center. 😊