Team & Payroll
Set roles, manager access, and who sees money
The Team table is where you control what each person can reach: the field app, the office dashboard, manager powers, whether a tech sees the company's money, and which branch they belong to. Every checkbox saves the moment you click it.
Where: Manage (gear icon) -> Setup -> Team (top table)
- Open Manage -> Setup -> Team to see everyone in one table.
- Field app: tick to give someone the mobile app; untick to remove it. Office: tick to give the web dashboard (you can't remove your own).
- Manager: tick to let an office user connect QuickBooks or Xero and configure and approve payroll. Owners always have this.
- Sees $: owners and office staff always see money. For a technician, tick it to show the company's money: balances, invoice totals, costs, margins and money reports. Without it a tech still sees the sell price of what they install and takes payment at the close-out of their own jobs.
- Active: untick to switch off a person who left - it blocks their access without deleting their history.
- If you run multiple branches, use the Branch column to assign someone, and tick "only" to lock them to just that branch's board and reports.
Good to know
- There is no company-wide default for "Sees $": every technician starts without it, and only an owner turns it on, one person at a time.
- To fully offboard someone, untick Active rather than trying to delete them - payroll and job history stay intact.
- Owners can always manage accounting and payroll and always see every branch; those cells show "always"/"all" instead of a checkbox.