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Getting started AI & automation Messages & scripts Team Workspace Billing & earnings

Set AI Chatter availability by team shifts Create and manage employee shifts Review shift history and performance Understand schedules and shifts Manage recurring schedules

Understand the Golden Ratio Insight Understand Creator Statistics Understand Employee Statistics Filter Employee Statistics

Invite and manage team members

The four default roles How permissions and data visibility work Create and assign custom roles

Help centerTeam Management

Team Management

Set up your team, invite employees, assign roles and permissions, and manage your agency's workforce.

1 article

Team Management / Roles & Permissions

Invite and manage team members

Invite a team member, review sent invitations, and update member roles and creator access.

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