Each role only sees its own menu. Give every person the smallest role that lets them do their job.
The roles
| Role | Sees | Does not see |
|---|---|---|
| Office admin | Everything: people, schedules, hours, payroll, settings | — |
| Director | Their own projects and the people on them, schedules, crew leave, chat | Payroll, settings, company-wide data |
| Site leader | Workers, vehicles and leave on the projects they lead | Payroll, salaries, other projects |
| Worker | Their own shifts, check-in, payslips, leave and documents | Anyone else’s data |
Invite a user
- Open Users and press Add user.
- Enter their name and email, and choose the role.
- They get an email to set their own password. Ask office staff, directors and leaders to turn on two-factor login straight away.
Leaders are appointed per project: when a director or admin picks the site leaders on a project, each leader gets an email.
Worker logins
Workers are added as employees (one by one or with Import). Their app logins never count towards your plan’s staff limit.
Staff login limits
Staff logins (office, director and leader accounts) are limited by plan: Free 5, Growth 10, Pro 50 — and 50 during the free trial. See Plans, free trial and limits.