When you work with your existing teammates and co-hosts, you might wonder how you can invite them to work with you and connect your accounts.
You don't need to worry, as we'll guide you through the entire process seamlessly. ✨
🤔 What’s the difference between a teammate and a co-host in Turno?
A teammate is a service worker like a cleaner, inspector, maintenance worker, pool cleaner, etc, who can accept and reject projects and view project details.
A co-host has access to your account and can do everything you can do (if you set the co-host as an "administrator"). If you set up specific permissions for a co-host, they'll have limited access to certain features on your account. Co-hosts can't accept and reject projects, only view and edit them.
🧼 Inviting teammates
First, it will be necessary to access your 'Teammates' page under My Team > Teammates. There, you'll be able to see your teammates and any pending invitations you might have sent.
Here is an example of what this page looks like:
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To send an invite to a teammate, you can click on the "Invite Teammates(s)" button, located on the top-right side of the screen, right next to the "Find a Cleaner in the Marketplace" button.
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When you click on the "Invite Teammates(s)" button, a window will open up where you can enter the teammate's name, choose to send the invite via email or phone number (text/SMS message) and enter their email address or phone number for us to send the invite to.
Next, select which properties this teammate will be enabled on, so they'll have access to projects from those properties.
📑 Note: This setting is not permanent, so you can change what properties the teammate is enabled on later. After they accept your invite and are part of your Turno team, this will be available under your property settings.
Then, you will see a page where you can set up the role and price for your teammate on each property you add them to. For more details, the numbers below refer to each item in the screenshot example:
1️⃣ Bulk apply button: If you select multiple properties via the checkbox, fill out the fields at the top of the list, and click "Apply," the selected role and price on that row will be applied to all properties selected.
2️⃣ Cleaner role toggle: If the teammate is set to a cleaning role, this toggle changes the cleaner's role for that property. A Primary cleaner will receive project offers first. In contrast, a Backup cleaner can only see and accept projects rejected by that property's Primary cleaners.
3️⃣ Price field: Here, you can enter the rate for that cleaner when they clean that property.
4️⃣ Project price type option: Here, you can select whether that property's rate will be paid on a per-project or per-hour basis.  |
Once you click on "Send Invitation" at the bottom right corner, your invite will be sent! 🎉
Pending invites 📩
With the process complete, you should see the invitation in the Pending Invites section under the Teammates tab on the My Team page.
You can also resend the invite by clicking on the "rotating arrows" icon (1), and you can also cancel the invite by clicking on the "page with an x" icon (2).
If your teammate has already created a Turno account with the email or phone number you invited, you'll be connected as soon as you click send, and they won't need to accept your invitation. But if they're not on Turno yet, the invitation you just sent will show up in your list of pending invitations. ✅
👉 Once you invite your teammate, they will receive a link that they can use to sign up to Turno, as well as a code (which you can see in the list of pending invites) that they will use at sign up so their account will be connected to yours.
When they use your invite and are connected with you, their name will vanish from the pending invites, and they will be on your team!
By default, you can't connect through invites to a cleaner that you interacted with on the marketplace. Read more about our policies for marketplace connections here: Turno's Off-Platform Policy (for marketplace connections)
If you already knew the cleaner or got in touch with them before they interacted with you through Turno's marketplace, you can use our support chat to explain the situation, and our team will be happy to help you out!
🏘️ Inviting Co-Hosts
First, it will be necessary to access your 'Co-host' tab under My Team, you'll see your co-hosts and a list of pending co-host invitations.
To send an invite to a co-host, you can click on the "Invite Co-hosts" button located at the top of the page.
When you click on the "Invite Co-hosts" button, a window will open where you can enter their name and select the type of invitation (via email or phone number/SMS). Then, enter their email address or phone number and click "next".
Next, you can choose a role for your co-host: administrator or co-host (with specific permissions).
The administrator role can see all of your properties and do everything you can do, except delete you (the account owner).
If you select the co-host role, you can choose which properties that co-host will have access to and if they can edit checklists, inventory, teammates on your team, payment methods, reports, and properties and property groups.
A co-host administrator account will work as a secondary login for the main host account, and it will have the same capabilities as the main host unless specific permissions are set. You can change a co-host's set of permissions later if you want, you can check how by clicking on this button: ⬇️
Pending Invites 📩
Now, you should be able to see the invitation in the Co-hosts Pending Invites section.
You can resend the invite by clicking on the "rotating arrows" icon (1), and you can also cancel the invite by clicking on the "page with an x" icon (2).
👉 Your co-host will receive a link they can use to sign up, as well as a code (which you can see in this list) that they will use at sign up so their account will be connected to yours.
When they use your invite and are connected with you, their name will be removed from the list of pending invites, and they will be added to your team.
⚠️ A co-host account can only be created from an invite and is connected permanently to the host that invited them. If the main host decides to remove the co-host, their co-host account will be deleted from the system.
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