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Help centerTeam, roles & locations

Team, roles & locations

Manage people, roles and permissions, locations and NFC tags.

  • Roles and permissionsWhat administrators, managers and employees can each do — and the switches that change it.
  • What managers can seeManagers work inside their own locations — here is exactly where that boundary applies.
  • Employee profilesThe tabs on a person's record, what they can edit themselves, and what only an admin can change.
  • How joining worksWhy the invite link has no code in it, and what each error message actually means.
  • Managing invitationsSee who has not joined yet, resend, revoke — and what the automatic reminders do.
  • LocationsCreate a site, drop its GPS pin, and tour the per-location settings that change how it runs.
  • NFC tagsRegister a tag for a location, program it from the phone, and optionally require a tap to clock in.
  • Celebrations and contact visibilityBirthday and work-anniversary nudges, and who can see a coworker's phone number.
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