Team Management Guide
8 articles
Organize and manage your workforce effectively. Learn about roles and permissions, seniority rules, availability management, and team member administration.
Role Comparison
Owner
- Full access to all features
- Billing and subscription management
- Delete team
- Add/remove co-owners
- All Manager permissions
Manager
- Create and publish schedules
- Approve time-off and swaps
- Manage team members
- View reports and analytics
- Configure team rules
Staff
- View assigned schedules
- Set personal availability
- Request time off
- Request shift swaps
- Claim open shifts
All Articles
Roles & Permissions Explained
PopularUnderstand the difference between Owner, Manager, and Staff roles and what each can access.
Setting Up Seniority Rules
PopularConfigure seniority-based shift selection and picking windows for fair distribution.
Managing Availability
Learn how team members set their availability and how managers can view and override it.
Handling Time-Off Requests
Process vacation requests, sick days, and other time-off through the approval workflow.
Inviting Team Members
Use invite codes or direct email to add new members to your team.
Removing Team Members
Safely remove members from your team while preserving historical data.
Adding Co-Owners
Share team ownership responsibilities with trusted partners.
Bulk Team Actions
Perform bulk operations like inviting multiple members or updating roles.
Best Practices for Team Management
- • Start with clear role definitions before inviting team members
- • Use Manager role for supervisors who need scheduling access but not billing
- • Set up seniority rules early to establish fair shift distribution
- • Encourage all team members to keep their availability up to date