Overview
After inviting a worker, use Manage on their row to update operations areas, location access, signing authority (office users), and optional job-costing labor rates.
Where: Business Settings → Manage Team → row ⋮ → Manage
Operations areas (operations workers)
In Access & Permissions, check or uncheck:
| Area | Portal module |
|---|---|
| Field / Install | /ops/field |
| Shop / Fabrication | /ops/shop |
| Yard / Staging | /ops/yard |
At least one area must remain selected. Changes take effect on the worker's next sign-in (session may refresh automatically).
Dual-role office users
For Team Member / Salesperson / Manager profiles, the same checkboxes appear under Also performs. Office dashboard access stays; added areas unlock ops modules and the portal switcher.
Job title column
The team table Job Title column reflects assigned areas:
| Display | Meaning |
|---|---|
| Operations | Operations worker, field only |
| Field / Install + Shop / Fabrication | Multiple ops areas |
| Team Member + Field / Install | Dual office + field role |
Filter the list with Operations in the role dropdown.
Time tracking
Toggle Time tracking to let the user clock in, log hours, and submit weeks.
| User type | Where they log time |
|---|---|
| Operations worker | Operations Portal → Time card |
| Office only | Avatar menu → My time |
| Dual role (office + ops areas) | Operations Portal time card or My time |
Managers with approval access review submissions on Approve timesheets (Crew plan or higher).
Job costing labor rate
When job costing is enabled, set an optional Hourly cost override per person. Used for timesheet and clock entries when calculating job labor cost.
Tenant-wide per-function rates (field, shop, yard, office) live under Timesheets settings on Crew plan or higher.
Location access
Multi-location accounts: assign which company profiles the user can access and pick a default location.
Activate / deactivate
Deactivating removes login access but preserves history. Operations workers without portal access (roster-only) can always be reactivated without seat impact.