Team and Payroll
By RE Media Hub
By RE Media Hub
Team members, custom roles, permissions, and payroll.
Manage Your Internal Team
Open Team (or Team → Members). You need the Manage Team permission. Your plan's Team Capacity is shown on the page. Customer teams are managed separately in Customers → Teams. Find Team Members Filter by Search, Role, Status (Any Status, active, inactive, or invited), and Is Service Provider. Select Search Team Members. Reset Filters clears them. Add a Team Member Select + Add Team Member and enter their name, email, role, and status. Then send a login invitation (see below). Edit a Team Member Select Edit to open Edit Team Member: Field What It Does Profile Photo Shown on calendars and assignments. First Name , Last Name , Email , Phone Contact details. Role The role and its permissions. See Understand Team Roles and Access . Status Active, inactive, or invited. Home Base Address Optional. Creates or reuses a home base used by routing and mileage. Is Service Provider Service providers can be assigned to appointments and availability logic. Include in Payroll The member appears in payroll rates and payroll runs. Calendar Color The member's color on calendars. Assigned Products Which products this member performs. Use search and Select Visible . Service Areas Covered Which service areas include this member. Add service areas first in Availability . Working Times The member's working days and hours. Each day has Open , Start , and End . Daypart Availability Override Turn on Enable Personal Daypart Override to use member-specific Sunrise, Sunset, and Twilight choices instead of the company matrix. Select Save Changes. Delete Member removes someone. The workspace's primary account cannot be deleted. Login Access The Login Access section shows whether the member has a login. Select Send Activation Email (or Resend Activation Email). The member sets a password from the email and signs in. Passwords must be at least 8 characters. View As Owners and admins can select View As to see the workspace as that member. See View As a Customer or Team Member. Troubleshooting - A photographer is never auto-assigned. Check Is Service Provider, Assigned Products, Service Areas Covered, and Working Times. - An invitation was not received. Confirm the email and resend the activation email. Related Guides - Create Custom Roles and Permission Overrides - Set Up Payroll - Configure Assignment Routing
Create Custom Roles and Permission Overrides
Open Team and select Roles: "Review default roles, create custom roles, and decide exactly which permissions each role receives." You need Manage Team. Override a Default Role 1. Select a default role, such as Admin. 2. Under Permission Overrides, turn permissions on or off. 3. Select Save Override. "Default role names and deletion stay protected. Permission changes apply only to this workspace." Select Reset to Default to undo. The Owner role cannot be changed, so the workspace always has an account that can recover team and permission settings. Create a Custom Role 1. Select Create Role. 2. Enter a Role Name and a short Summary. 3. Choose Start From, the default role to copy. 4. Under Permissions, turn on only what this role needs. Reset to Base returns to the starting role's permissions. 5. Save. Assign the role in each team member's editor. Custom roles show a custom badge and can be deleted. Default roles show Not deletable. Example A "Lead Editor" role starting from Editor with Listing Media and Deliver Listings turned on, and billing hidden. Lead editors can upload and deliver, but not see finances. Related Guides - Understand Team Roles and Access - Manage Your Internal Team
Set Up Payroll
Payroll lets you "Manage team product pay rates and run payroll payout summaries manually." Open Team → Payroll. Payroll records payout summaries. It does not send money to your team. Activate Payroll If Payroll is off, select Activate Payroll. ("Enable Payroll to set team rates and run payout snapshots.") Payroll is also listed in Integrations → Operations. Prepare Team Members Only members with Include in Payroll turned on appear in payroll. Turn it on in each member's editor in Team. Set Team Rates Select Set Team Rates. For each payroll member and each product or package (including square-footage tiers), enter the payout. - Payout % with Apply % sets payouts as a percentage of price. - Sync Team Rates (Sync From…) copies all product and tier payout rates from one member to others. This updates the dialog. Select Save Payroll Rates to keep them. You need at least one payroll-enabled member and one product or package. Run Payroll 1. Select Run Payroll. 2. Choose a Quick Presets range: Since Last, Last 7 Days, Last 14 Days, or This Month. Or set Range Start and Range End. 3. Choose team members and add Notes (Optional). 4. Confirm. Each run captures a snapshot of assigned work in that range. Travel fee payroll allocations and tips are included where they apply. Running payroll records the payout calculation; it does not transfer money to team members. Pay your team through your company’s payroll or payment process. Payroll Settings Use the settings button: - Dashboard payroll run reminder: shows admins and payroll managers when payroll is due again. - Email payroll run reminder: emails payroll admins when payroll is due. - Reminder Cadence: every 7, 14, or 30 days. Reminder Day: the weekday. - Default Run Range: the preset used when you open Run Payroll. Select Save Payroll Settings. Review and Export Runs Recent Payroll Runs lists each Run ID, Range, Base Payout, Tips Included, Total Payout, Members, and Items. Filter by Team Member, then select View, CSV, or PDF. Read-Only Access Without payroll management access: "Read-only mode: you can review payroll data, but cannot change rates or run payroll." Copying Existing Rates In the rate-copy dialog, choose the source team member and select Sync Rates. This updates the current rate-editor values; it does not save them yet. Review the copied amounts and select Save Payroll Rates to persist them. Copying payroll rates does not pay the team member. Related Guides - View Your Payroll Runs - Configure Travel Fees - Configure Tipping
View Your Payroll Runs
Open Payroll from your menu. "These are payroll runs your admin has already processed for you. Totals below only include your share of each run." Summary Cards show Runs, Processed Items, Base Payout, Tips Included, and Total Payout. Processed Runs lists each Run ID, Processed date, Pay Period, Items, and Processed By. Run Details Select View to open Payroll Run Details: the pay period, who processed it, item counts, Base Payout, Tips Included, and Total Payout (Includes Tips), plus each Appointment, Order, Service, Qty, Rate, and payout. Questions About Your Pay Payroll runs are summaries prepared by your company. RE Media Hub does not pay team members. Contact your company administrator about missing items or payment timing. My Payroll Runs My Payroll Runs lists runs your admin has processed for you. The summary includes Runs, Processed Items, Base Payout, Tips Included, and Total Payout. These totals include your share only. Open a processed run to review its pay period and items; contact the workspace admin if a rate or item needs review. Related Guides - Set Up Payroll