Managing Team Members

Viewing Team Members

Access your team in multiple ways:

• Team List - Go to Team > Members for all staff
• Users - Go to Administration > Users for user management
• Availability - Go to Team > Availability to see schedules

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Viewing Member Details

Click on a team member's name to see their profile:

• Contact Info - Phone, email, address
• Employment - Hire date, hourly rate, employee ID
• Assigned Jobs - Current and upcoming work
• Time Entries - Recent clock in/out records
• Performance - Completed jobs and hours worked

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Editing a Team Member

To update team member information:

1. Go to Administration > Users
2. Click on the user's name or the edit icon
3. Update the necessary fields
4. Click Update User to save

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Changing Roles and Permissions

To change what a team member can do:

1. Edit the user
2. Select a new Role from the dropdown
3. Save your changes

Role	Access Level
Administrator	Full access - can manage users, settings, and all data
Supervisor	Can manage jobs, clients, and schedules - no user management
Cleaner	View assigned jobs, clock in/out, complete tasks only

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Resetting Passwords

If a team member forgets their password:

1. Go to Administration > Users
2. Edit the user
3. Enter a new password in the Password field
4. Save and communicate the new password securely

Or direct them to use the "Forgot Password" link on the login page.

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Deactivating a Team Member

When a staff member leaves or needs to be suspended:

1. Edit the user
2. Change Status to Inactive
3. Save your changes

Inactive users cannot log in but their history is preserved.

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Updating Hourly Rates

To change a team member's pay rate:

1. Edit the user
2. Update the Hourly Rate field
3. Save your changes

The new rate applies to future time entries. Historical entries retain their original rate.

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Managing Availability

To view and manage when team members are available:

1. Go to Team > Availability
2. Select a team member to view their schedule
3. See their assigned jobs and available time slots