Team
Team
Manage team members, roles and permissions. Start by go to Team and click "Invite Team Member", enter their details and choose their role.
What it does
The Team module is the central hub for managing your workforce, create team member profiles, assign roles and permissions, set territories, manage certifications, and configure individual app access. Every other team-related capability (shifts, timesheets, leave, tracking) flows through the Team module.
When to use it
Any business with more than one team member. The Team module is where you onboard new staff, set up what they can access, and maintain the HR record that underpins payroll and compliance.
Steps
- Go to Team and click "Invite Team Member", enter their details and choose their role
- Set their skill tags, assigned territory, and any restricted access rules
- Team members receive an invite email to set up their account and the Field Agent app
- Manage certifications, compensation, and contracts from the individual profile tabs
About 5 minutes.
What it solves
Eliminates the scattered approach of managing staff access via ad-hoc email invites, and HR records living in a separate system disconnected from the jobs they are working on.
Why it matters
Centralised team management reduces onboarding time, ensures consistent access control across the platform, and gives managers a single location to reference for any staff-related question.
Last updated 2026-09-05.