Each person on your team signs in with their own account and only sees what's relevant to them. Their role defines what they can do; if you want to give or take away something specific for one person, you add it as an exception.
Where: menu → Team (also from Settings → "Who works with you?")
Inviting someone
- In Add someone to the team, enter their Email and choose the Role: Admin, Coach or Front desk.
- Tap Create invitation. A link is generated.
- Send them the link. The person signs in with their email and chooses their password. From then on, they appear in the team list.
Roles and what each can do
The standard roles (Owner, Admin, Coach, Front desk) come ready to use. The table shows, permission by permission, what each role can do: view and edit students, record and void payments, edit the schedule, cancel classes, add attendance, promote students, sell in the shop, view conversations, turn off the agent, change settings and manage the team, among others.
- Changing a role: check or uncheck the permissions in its column.
- Creating a new role: tap New role (for example "Head coach") and choose its permissions.
- Exceptions for one person: in the team list, tap their permissions (for example "24 PERMISSIONS ▼") to give or take away something just for them.
Each person's WhatsApp
Each person can add and verify their WhatsApp number (in the team list, Add number, or each person in My account). With a verified number:
- they get the team notices that apply to them (a trial class booked, a receipt to validate, a conversation the agent hands over);
- they can give orders to the agent on WhatsApp, with the same permissions they have in the panel.