Inviting Your First Team Members

1

Go to the Team Module

Click Team in the sidebar to open the team management page. As a new account, this will be empty — ready for your first team member.

2

Click "Add Team Member"

Click the Add Team Member button in the top right corner. A form will appear where you can enter their details.

3

Fill in Team Member Details

Enter their first name, last name, email, and role. The role determines what they can access — Admin, Manager, Supervisor, or Cleaner.

Cleaners get mobile access to view their schedules, clock in/out, and access training. Managers can manage schedules, team, and view reports.

4

Send the Invitation

Click Send Invitation. They'll receive an email with a link to set their password and access the platform.

Pro tip: You can also invite multiple team members at once using the CSV batch import feature!