Members & Roles

Members are the people on your team. Roles decide what each person is allowed to do. This guide covers adding people and choosing the right role for each.

Open the admin panel

Adding people

Invite someone by email

Inside a Sub-Group, open Members and add a person by their email. They get an invite to join.

Adding a lot at once?

If you’re setting up a whole roster, the Bulk Import guide shows you how to add everyone in one go instead of one at a time.

The Members area listing team members with their roles and status, plus Invite and Bulk Import buttons. — The Members area: your team listed with their roles, and a button to add someone new.

Inviting someone: enter their email, name, and role — they get an invite to join.

The three roles

Everyone on a team is one of these. Pick the smallest one that lets them do their job:

Member — on the schedule. They pick and work shifts.
Admin — runs the team. Builds schedules, manages people, changes settings.
Viewer — can look at the schedule but can’t change anything.

Admins live on their own tab

In the Members area you’ll see Members and Administrators as separate lists. The same person can be on both — an admin who also works shifts is an admin and a member.

Give the least access that works

Not everyone needs to be an admin. The fewer people who can change settings, the fewer surprises. Hand out the admin role carefully.

Heads up: changes are on the record

Even with several admins, nothing is anonymous. The system records who made any change to a shift — you can see it in that shift’s History tab. Handy when you need to know who moved what, and when.

Active vs inactive

Active means schedulable

Active members show up when you build schedules and can be given shifts.

Archiving keeps the history

When someone leaves, archive them (the app will ask you to confirm). They become inactive — no longer schedulable — but their past shifts and records stay intact.

Members & Roles FAQ

What’s the difference between a member, an admin, and a viewer?

A member is on the schedule — they pick and work shifts. An admin can run the team — build schedules, manage people, change settings. A viewer can look but not touch. Pick the smallest role that lets someone do their job.

Someone left the team. Do I delete them?

No — archive them instead (that’s the button you’ll see). Archiving makes them inactive: it keeps their history intact and stops them from being scheduled, without erasing the record of shifts they worked.

Does making someone inactive change my bill?

Billing counts active scheduled members. Marking someone inactive takes them out of that count going forward. See the Billing guide for the details.

Can one person be on more than one team?

Yes. The same person can belong to several Sub-Groups, each with its own role.

AI Schedule Generation

Next up

Bulk Import