Adding sites and people

Adding a site

1. 1Go to Team Members → Sites → Create Site.
2. 2Enter the Site Name and pick a colour.
3. 3Keep Needs a Schedule on for sites with a rota.
4. 4Turn on Is a location, then search the address or drop a pin so staff can clock in there.
5. 5Tap Create Site.

Inviting your team

1. 1Go to Team Members → Invite Member.
2. 2Type each email address and tap Add.
3. 3Choose the site under Add to team.
4. 4Tap Send Invitation. You can also copy each invite link and send it by text or WhatsApp.

Sharing a join link

Rather than inviting people one by one, you can share one link, for example in your staff WhatsApp group.

1. 1Go to Team Members → Invitations.
2. 2Under Join link, tap Create join link (first time only), then Copy.
3. 3Share the link. People who open it ask to join.
4. 4Approve them under Join Requests. They join as Members, so add them to their site and change their role if needed.

Roles

1. 1To change someone's role, go to Team Members, tap the three dots next to them → Change Role.
2. 2To add them to another site, use Assign team... on their row.
3. 3To make someone the leader of a site, go to Sites → Manage and tap the crown next to them.

• Member: everyday staff.
• Team Leader: runs a shift at their site.
• Manager: looks after the sites they're added to.
• Admin: everything, across every site.

Managers

Give the person the Manager role, then add them to each site they look after. They'll only see those sites.

Someone leaving

1. 1Tap the three dots next to them → Remove from Organization.
2. 2Their past timesheets and pay records are kept.