Getting started
Invite your team and choose roles
Bring colleagues into your organization with the role that matches what they need to see.
Steps
Open Settings → Invites
Owners and administrators can invite; supervisors can invite staff.
Send the invite
Enter the person's email and pick their role. The invite is valid for seven days.
Choose the right role
Owner manages everything. Administrator manages the organization, users and invites. Planner plans staff onto jobs and manages resources. Supervisor sees their own work with extra calendar detail. Staff see their own schedule and assigned jobs.
Link a person to their staff record
A login and an employee record are separate things. Linking them is what lets a supervisor or staff member see the jobs they are assigned to.
You can have an employee with no login at all — useful for a subcontractor you schedule but who does not need access.