Team
See who has access to your company, invite new members by email and role, and open member edit in Settings when you need to change an existing user.
Outcome
You can open the team list, invite someone from /company/team/new, and know that editing a member goes to Settings (see Settings), not a Business edit page.
Who it's for
Company admin
Prerequisites
- Permission to view and invite company team members
Steps
- Open Business → Company → Team (/company/team). Search by name or email; use grid or table view if available. Status shows who is active or deactivated.
- Add Team Member → /company/team/new. Enter email, choose organizational role (Planner, Resource, Admin, and so on), then Invite. They complete signup from the email link.
- From the list you can deactivate, reactivate, or delete when the UI allows (delete only when no linked shifts/data block it).
- See also: Edit on a member opens /settings/users/edit?id=… (outside Business). Change role or profile details there: this tutorial does not re-teach Settings.
- After the team is set, continue to day-to-day planning (continue with: first shift) when you are ready to schedule work.
Visuals
Related feature
Open feature page