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People, roles and access

Manage your team: profiles, roles, permissions, departments and who can see what.

Roles and permissions: who can do whatA role is someone’s job and the access that comes with it. The five access levels, making your own roles, and permissions for one person.3 steps · 1 min read Departments, their managers and approvalsDepartments are teams like Security or Events, each with a manager. They can sit inside each other, work on their own, and ask for approvals.2 steps · 1 min read Answer a Work Log check: confirm a worker’s own hoursA worker logged days at your company in their own Work Log and asks you to confirm them. Confirm all, change a day’s hours, or say why you can’t.2 steps · 1 min read Edit someone’s detailsChange someone’s role, pay, departments, manager, hours cap and whether they may clock themselves in, from their profile.Short answer · 2 min read Limit someone to certain departments or job sitesLimit where someone’s access reaches: the whole company, or only certain departments or job sites, with an end date if they are covering.Short answer · 1 min read Put someone on leave or suspend themSuspend someone or put them on leave: their upcoming shifts open up, their access pauses, and their records stay.Short answer · 1 min read Remove someone from the companyRemove someone who quit or whose contract ended: they come off future shifts and lose access; their history and pay records are kept.Short answer · 1 min read Who sees a worker’s personal detailsWho sees a worker’s phone, address, birthday and emergency contact, and who never does.Short answer · 1 min read Play on the company side: what owners and managers seePlay runs by itself for your crew. What owners and managers see: the Home card, Crew Bingo and crew goals on job sites, and Wins on a profile. Never steps.3 steps · 2 min read

Other topics

Getting started Set up your company Set up your worker account Job sites and scheduling Filling shifts Time clock and timesheets Pay and payroll Documents, licences and equipment Messages and reports Clients and contractors Hiring and jobs For workers Account, plan and billing Chief of Staff Privacy & legal Guides

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