How do I add and manage members?
Add managers and staff, edit codes, deactivate people, and manage the team chats.
Updated Oct 29, 20261 min read
Members shows the workspace owner, managers and staff, and who is online.
Add or edit a person
Press add, enter a name and choose a role. A 6-digit sign-in code is generated, and you can edit the name or the code. Send the workspace link and the code to the person privately.
- Managers follow bookings and tasks, and get updates from the AI.
- Staff, meaning cleaners and technicians, receive and update their tasks in the staff app.
Deactivate a person the day they leave, and their code stops working.
Messaging channels
The managers' chat and the staff chat are connected from the same page. See Team chats day to day.
How things run
If you move from handling things yourself to working with a manager, or back, change it in Settings under How things run. The sidebar re-orders to match, and everyone keeps their sign-in.
Was this page helpful?