Team & roles

Invite, permissions, sign-in. Pick a topic:

• Invite your team Invite staff and manage who's on. 3 min
• Adding or removing someone when scheduling is on Which roster a new person works, and who takes a leaver's visitors. 3 min
• Roles: who can do what The three roles, and who can do what. 3 min
• What to do first, by role Owner, manager or staff — jump to your first steps. 3 min
• Roles & permissions The full page-by-page matrix — every page, by role. 6 min
• Manager permissions What a manager can and can't change. 3 min
• Schedule: who works when What Schedule is, who sees it, and the five set-up steps. 4 min
• Schedule: Rules The switches that shape how the schedule behaves. 4 min
• Schedule: Hours Opening hours, special days and copying hours. 3 min
• Schedule: Shifts The named blocks of hours your people work. 3 min
• Schedule: Rosters A week of shifts that repeats, built once. 4 min
• Schedule: the week and Assign The week grid, Today, Assign and one-day changes. 5 min
• Schedule checks Gaps and clashes found before a visitor meets them. 3 min
• Schedule: Leave and cover Record who is away, who covers, and what happens to visitors. 4 min
• My calendar Your own working days for the next two weeks. 2 min
• Who can manage the schedule The Manage the schedule switch for managers. 3 min
• How the schedule reaches the counter and the reports What visitors, the Queue, the Dashboard and reports show. 4 min
• PIN sign-in & counters How staff sign into a counter with a PIN. 2 min
• Switch person Share one tablet: pick your name, enter your PIN. 2 min
• Take over a counter Take a counter someone else is at, with a reason. 3 min
• Presence & counters Who's online, and the staffed-counter count. 2 min
• Team chat A quick note board for the team. 2 min
• My Metrics A staff member's own served count. 2 min