Review staff membership, roles, and operational access.
Where to Start
Open Team Management after signing in to your workspace. Your role and workspace configuration determine the options you can use.
Recommended Workflow
- Open Team Management and review the Members section.
- Confirm each person’s email address and intended responsibilities before inviting them or changing their role.
- Review scheduling and assignment responsibilities alongside the member’s permissions.
- Use the Payroll section for the payroll workflows available to your business; keep financial actions separate from a role change.
If Something Does Not Look Right
An invitation, role assignment, and completed sign-in are different steps. If a member cannot access the intended area, verify the account and role before sending another invitation.
If you need assistance, use the Support page and include the page URL, expected result, and relevant record reference.