Manage people and manager access

Update a person’s work assignments#

1. 1

   Open Team → Your people. Search by name or filter by branch, department or status.

2. 2

   Choose View profile for the correct person.

3. 3

   Review the clock-in branch, department and attendance policy. Change only the fields you intend to update.

4. 4

   Choose Save changes and wait for confirmation.

5. 5

   Check the resulting assignments. If the person uses roster scheduling, a saved regular policy may remain inactive until they return to a regular schedule.

Give a manager the right access#

1. 1

   Open Team → Roles & assignments and choose Edit role for the person.

2. 2

   Choose Branch manager and save.

3. 3

   Open Manager access and choose Manage access for that manager.

4. 4

   Select the active branches they should oversee and save the changes.

5. 5

   Check their own clock-in branch and schedule separately. Those personal assignments do not follow from manager access.

Remove someone while retaining history#

Removal revokes company access and device approvals while preserving historical attendance. It does not delete the person’s login or remove them from other companies. Owners cannot be removed through this action, and only owners may remove admins.

Removed memberships cannot simply rejoin through a shared invitation link. A separate rehire flow is not currently provided, so do not use Remove for a temporary absence. Use Staff leave for time off.

1. 1

   Confirm the person has clocked out of any open shift.

2. 2

   Open Roles & assignments and choose Remove for the correct person.

3. 3

   Read the confirmation and type the requested name before completing removal.