Team and members
Workers, invitations and what each person can see.
10 articles
- Step by stepHow to add a member to your teamAdd the people who work with you once and use them on every project: attendance in daily reports, payroll and advances.
- LearnPer day, per hour, monthly or by task: which one to chooseSee how each pay type on a team member's profile feeds into payroll: per day, per hour, monthly or by task.
- Step by stepHow to edit, deactivate or delete a team memberChange a team member's details, take people who stopped working off the list without losing their history, or delete a profile for good.
- LearnWho can see team members' ID, email and payment infoEach team member's ID document, email and payment info are stored separately: only you and the people you allow to manage your team can see them.
- Step by stepHow to split a monthly salary across projectsFor someone on a monthly salary who works on more than one project: let attendance in daily reports split it automatically, or set a fixed share for each project.
- Step by stepHow to export your team list as a PDFCreate a PDF of your team list, choosing the columns and who's included, to print or share.
- Step by stepHow to let a guest edit your teamAllow an engineer or crew member invited to your projects to add and edit team members, including from the daily report.
- Complete guideHow to invite someone to your project (email and WhatsApp)Invite an engineer, crew member or client to your project: the invitation goes by email, and you can also send the sign-up link over WhatsApp.
- LearnHow many invitations can I send on the free planOn the free plan, each project takes one guest per role: one engineer, one crew member and one client. On PRO, invitations are unlimited.
- Step by stepHow to remove a member's accessTake away an engineer's, crew member's or client's access to the project. They get a notice by email and the project disappears from their app.
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