Add an employee and set what they can open
Add Employee, roles, and sending an invite.
- Open Employees and click Add Employee.
- Fill in their name and email, pick a role, and save.
- Open the employee and click Send Invite so they can set a password (or Send Reset if they already have one).
- To change what a role can open, click the round Roles button by the Employees title, tick the areas, and click Save Roles.
- Pick their Team on the same page. Anyone on an active team shows on Base; office staff can stay on No team.
The Admin role always has everything. Menu items a role cannot open are hidden.
Where and How
users.team_s_line_pins
This team's line and pins on the Base map.
users.where_day_ends_drive
Where the day ends, for drive time home.
users.comma_separated_service_needs
Comma separated. A Service that needs a skill only goes to a team that has it.
users.optimize_adds_refill_stop
Optimize adds a refill stop when spray gallons run out.
users.fuel_saved_blank_uses
For fuel saved. Blank uses the Smart Routing default.
users.team_per_person_everyone
One team per person. Everyone on an active team shows on Base.
users.unticked_their_unstarted_services
Unticked, their unstarted Services stay with their old team.
users.hands_every_open_service
Hands every open Service of this team to another one (sick day, or before deactivating).
users.everyone_team_shows_command
Everyone on a team shows on Base and Route shows their team's Services.
users.team_leader
The Team Leader clocks the crew in and, with Change My Team Today, can change the team for a day from Route.
users.clock_clock_out_field
Clock In and Clock Out on Route, Time Clock > My Hours and the Wall Clock.
users.timesheets_overtime_column_payroll
Used for the Time Clock overtime column and the payroll CSV.
What It Does
Sets when overtime starts.
What It Changes
The Time Clock overtime column and the payroll download.
How to Use
- Type the weekly hours.
- Click Save.
- Check the Time Clock.
Sign-in Security
Team › Employees › Employee › Sign-in Security
This person's passkeys and authenticator, with a reset for a lost phone.
What It Does
Shows how many passkeys they have and whether two-step is set up.
What It Changes
Reset Sign-in Security removes all of them; they set it up again at their next sign-in.
How to Use
- Check what they have.
- Click Reset Sign-in Security only if they lost their phone.
- Tell them to set it up again.
From the same help as the card in the app.
Updated 10/23/26