How to add your team
Updated recently
Topic
Add the people who work in your business so you can assign jobs, track labour and see who did what. Team members can be linked to a login so they can use the mobile app in the field.
Instructions
- 1Go to Defaults → Team.
You'll see everyone currently set up, with their role.
- 2Click New team member and enter their name and role.
The role is a label for now — it shows against their labour and job history.
- 3Link them to a login (optional).
Connecting a team member to a user account lets them sign in to the mobile app and see the jobs assigned to them.
- 4Save, then assign them to jobs.
On any job you can pick the responsible operator, and their time and activity is recorded against it.
Additional Information
Labour recorded against a team member feeds your team utilisation report, so you can see who's busy and who has capacity.
A team member without a linked login still works for scheduling and labour tracking — they just can't sign in themselves.