Skip to content

Team management

Under Team you add your team, assign roles, and set departments.

Overview

Here you can:

  • Add team members
  • Edit details
  • Assign roles (Admin, Team member)
  • Assign departments (admins only, dedicated dialog)
  • Deactivate or delete

Only admins and team members with management rights see this page.

Team list

Columns include name, email, role, departments, status (active/inactive), access (Invited / No access). At most three department badges, then +N.

Filter: Admins see all departments; others see people in the department they plan.

Add a team member

  1. Add team member (top right)
  2. In the table, enter one or more people: name, email optional, role (admins only), one department
  3. Create — the whole batch is saved together; if one row fails, nobody is created

They can be scheduled immediately. No email is sent, even if you typed an address.

Invite (login)

If they need to sign in: save an email via Edit first, then ⋮ → Invite. Only then do they receive the email with a link to set their password.

Without an email, Invite stays disabled. Reset password is only available after they have been invited.

Roles

Admin: full access, all departments, billing.

Team member: view own shifts in Shifts, request time off, check in/out. Planning for others needs management rights on that department (granted by an admin).

Edit

Click the team member → ⋮ → Edit → save.

People with management rights can only edit team members in departments they can manage.

Reset password

⋮ → Reset password - the team member gets an email with a link.

Deactivate

In the edit dialog, Deactivate - status becomes inactive; no new shift assignments. Activate again anytime.

Delete

⋮ → Delete → confirm. Admins only.

Past shifts may show as deleted.

Assign departments

Admins only. Click the badges in the department column, or Departments in the action menu. Membership and May plan are separate. An empty set is allowed.

Saving the profile does not change departments.

If two admins edit at the same time, a conflict appears: keep the draft, inspect the server version, then take the server version or apply the draft again on purpose.

FAQ

Multiple departments per team member?

Yes. One account can belong to several departments. Every membership is visible; planning is allowed only where May plan is set.

How many admins?

No fixed limit - one admin per business is usually enough to start.