HelpTeam & rolesWhat to do first, by role

What to do first, by role

turnda has three roles, and each has a different first day.

Everyone Where: Team 3 min read

Find yours below and jump straight to what matters — you don't need to read the pages meant for someone else. Owners build and pay for the account. Managers run a location day-to-day. Staff sign in and call people. Roles are checked by the server, so you only ever see what's yours.

Where you land when you sign in

Who you are	What you see first
Owner or manager	The dashboard
Owner, very first sign-in, before any line exists	The guided setup, instead of the dashboard
Staff	The Queue — because that is the whole job
A manager not yet placed at a location	A calm page: “You're not assigned to a location yet.” Nothing is wrong with the account — the owner just hasn't added them to a location yet.

Everyone uses a computer or a tablet Owners, managers and staff run turnda on a computer or a tablet. On a phone-sized screen (the shorter side under 600 pixels) the sign-in pages and the app show “turnda works on a computer or tablet”. Your visitors do use their own phones, and nothing is installed.

If you're the owner

You own the account — billing, brand, every location, the team and business-wide defaults. Your job is to get the first line live and hand the day-to-day to your managers.

Create the account and your first location.
Set up a line. The fastest route is a simple counter, or match your trade — a clinic journey or a salon.
Add your brand. So it's on every screen and poster — Business branding.
Invite your team and hand out roles.
Go live — finish setup and share your join link. Go-live checklist · Billing.

Only you can change business-wide things — billing, the business brand, account defaults, and who manages what.

One exception. The welcome message, colours and design on a location's own visitor pages is something a manager can touch by default — you can switch that off, but it isn't an owner-only lever.

If you manage a location

A manager runs the locations they are placed at day-to-day — its lines, visitor pages, Lobby TV, appointments, staff and reports — but not business-wide levers like billing.

Devices: a manager can pair and manage devices at the locations they run (unless the owner has switched Displays off for managers).
What you're allowed to change is itself set by the owner — see Manager permissions.

Tune the line — serving order, hours, capacity — from the Locations hub.
Set up counters so staff can sign in and serve.
Run your team at this location — assign and invite.
Watch the day — live status and what needs attention — on the dashboard.
Handle appointments, if you take them. Taking an appointment.

If you're staff

Staff serve people — that's the whole job, and it's the easiest. You don't touch settings.

Open the Queue and call the next person. If the line seems stuck, see "Nobody's being called".
Sign in at your counter. Optional, but it shows who's at each counter and tags your own serves.
Take appointments at the desk, if your business uses them. Taking an appointment.
See your own numbers — My Metrics.

Wear two hats? A small-business owner is often on the desk too — that's fine. You keep every owner power and serve like anyone else.

Billing notices: who sees what

Role	What you see about WhatsApp, texts and extra visits
Owner	Everything: the Billing cards, the emails at 80% and at the limit, and the warnings (the amber Warnings badge in the top bar and the Needs attention list on the Dashboard) with their buttons. You are the only one who can switch on, set the limit, buy or resume.
Manager	The same emails and the same warnings, with no working button (a payment warning shows “Owner only” on its button). The email tells you to ask the owner. There is no Billing page for a manager.
Staff	Almost none. Staff see the red bar when this month's visits are used up (“New visitors are paused until (date)”) and the warning when messages are not reaching visitors (the tracking link still works). No Billing, no money figures.