Team & Account
Invite staff, set roles and PINs, and run shifts, leave, timesheets, tasks and the wiki.
8 guides
- Invite your team and assign rolesSend an invite, choose a role and the stores each person can access, and set their pay rate and PIN.
- Set up roles and permissionsControl exactly what each role can view, create, edit and delete, module by module.
- Require a PIN for sensitive actionsAsk for the employee's own PIN, or a manager's, before discounts, voids, refunds, deletions and more.
- Schedule your team's shiftsPlan the week's shifts, publish them to your team, and compare planned hours with actual clock-ins.
- Set up leave and approve requestsCreate leave types with yearly allowances, choose who approves, and handle your team's time-off requests.
- Track hours and commissionsSee who's clocked in, review hours worked, and set pay rates and commission for each employee.
- Use the task boardCreate to-dos for your team, link them to tickets or customers, and move them across the board.
- Write your shop's procedures in the wikiKeep checklists, how-tos and policies in one place your whole team can find.