Managing Managers for your Business

Learn how to add, manage, and remove managers for your organization and locations, understand each permission level, and determine which role is right for your team.

• Managers can be assigned at either the organization or location level.

• Organization managers can access every location within the organization.

• Location managers can only access the locations they're assigned to.

• Organization Admins can invite, manage, and remove managers.

• Location managers can invite additional managers for their assigned locations.

• Managers can be removed at any time.
  
  Quick Comparison

Here is a quick guide to help you decide which role to use:

• Choose Admin if this person:

  • Owns business decisions and finances

  • Needs full access to settings, billing, and shift management

• Choose Team Member if this person:

  • Regularly posts shifts and manages staffing

  • Needs to select and pay professionals but does not need to manage billing or global settings

• Choose Onsite Manager if this person:

  • Will be physically present at shifts (e.g., general manager on duty, sous chef, event lead)

  • Needs to view the roster and record accurate clock-in and clock-out times

  • Should not have access to payments, billing, or broader account settings

There are three manager roles you can assign:

• Admin

• Team Member

• Onsite Manager

All three are counted as “location managers” when attached to a location, but they have different levels of access.

Admins have the highest level of access for a business organization or location.

Can:

• View and manage organization and location details

• Post shifts and manage shift settings

• Select and pay professionals

• Manage billing and other sensitive account settings

Use this role when:

• The person is responsible for overall operation and finances

• You trust them with full access to your business information and payment tools

Team Members have strong operational access, but less than Admins.

Can:

• Post shifts for locations they manage

• Edit some aspects of your shifts

• View shift rosters and schedule details

• Select and pay professionals for those shifts

• Help run day-to-day operations on the platform

Cannot:

• Change billing information or certain business-level settings

Use this role when:

• The person regularly posts and manages shifts

• You want them to handle payments and staffing, but not billing or global account changes

Onsite Manager is a lighter, shift-focused role for people who are physically on site during shifts.

Can:

• Log in via a link sent to their phone

• See only the shifts they are assigned to manage as “Manager on Duty”

• View the roster of confirmed professionals on those shifts

• See the wage on each shift

• Edit some details of the shifts they manage

• Enter and update clock-in and clock-out times for professionals from 15 minutes before the shift starts until the shift is paid

Cannot:

• Add or remove professionals from shifts

• Edit shift details (time, location, pay rate, etc.)

• Pay shifts or see full payment breakdowns

• Access shifts where they are not assigned as Manager on Duty

• Change their phone number (they must be re-invited if they need to use a new number)

Use this role when:

• A central manager posts and fills shifts, but someone else will be on the ground running the shift

• You want accurate timekeeping without giving full account or payment access

Managers can be invited at either the organization or location level, depending on the access they need.

• Organization managers have access to every location within the organization.

• Location managers only have access to the locations they're assigned to.Add an organization manager

Invite a manager at the organization level when they need access to all locations within your organization.

1. Click the Locations tab in the menu.

2. Find the organization where you want to add a manager.

3. Click the person icon next to the organization.

4. Select Invite Manager to Organization.

5. Enter the manager's name, phone number, and email (if required).

6. Choose the appropriate permission level:

   • Admin

   • Team Member

   • Onsite Manager

7. Click Send Invitation.

The manager will receive a text message with instructions to accept the invitation.

Invite a manager at the location level when they only need access to one or more specific locations.

1. Click the Locations tab in the menu.

2. Find the location where you want to add a manager.

3. Click the person icon next to the location.

4. Select Invite Manager to Location.

5. Enter the manager's name, phone number, and email (if required).

6. Choose the appropriate permission level:

   • Admin

   • Team Member

   • Onsite Manager

7. Click Send Invitation.

Location managers can invite additional managers, but only for the locations they already manage.

To see the managers assigned to an organization or location:

1. Click the pencil icon next to the organization or location.

2. Select the Team tab to view current managers and their assigned roles.

Managers can be removed at either the organization or location level.

Removing an organization manager revokes access to the entire organization and all associated locations.

1. Go to Locations.

2. Click the pencil icon next to the organization.

3. Select the Team tab.

4. Click the trash can icon next to the manager.

5. Confirm the removal.

Removing a location manager only removes access to that specific location.

1. Go to Locations.

2. Click the pencil icon next to the location.

3. Select the Team tab.

4. Click the trash can icon next to the manager.

5. Confirm the removal.

After a manager is invited, they'll receive a text message with a secure invitation link.

To accept an invitation:

1. Click “Accept Invitation” in the link in the text message.

2. Enter your cell number and the code you receive by text.

3. Click “Accept Invitation” on the page that opens.

4. You’ll be taken to the Settings page, where your name and email will be pre-populated.

5. Click the Locations tab in the menu to confirm you see the correct organization and/or locations.

Once they accept:

• Admins and Team Members see the full business portal appropriate for their role

• Onsite Managers see a simplified view showing only the shifts they’re assigned to manage

For additional support, please contact our support team at 79425 and we’ll be happy to help.