Users and roles
The five roles, how to invite people, sign-in with a PIN for cleaners without email, and how to switch someone off.
You can add as many people as you need. Every plan has unlimited users, so you never pay per cleaner.
Roles
| Role | What they do |
|---|---|
| Owner | Holds the account and the subscription. Sees everything. |
| Manager | Runs the day-to-day work, with the permissions the owner gives. |
| Supervisor | Inspects the sites assigned to them and follows up on issues. Can see the team and reports for those sites. |
| Cleaner | Works the task lists and reports problems at the sites assigned to them. |
| Viewer | Can look but cannot change anything. |
Supervisors and cleaners see only the sites they are assigned to. Owners, managers and viewers see all sites. The client's own contacts are not team members: they only open reports (see "Send a report and share links").
Invite someone
Invite a person by email or with a link, then choose their role. For a cleaner or a supervisor, also pick the sites they work at. You can change the role and the sites later from the team list. The list shows each person's role, sites, language, last clock-in and whether they are active. Each person also picks their language, English or Spanish.
A cleaner without email: sign in with a PIN
Choose sign-in with a PIN when you add the person. The owner or manager gets a one-time setup code. On their own phone, the cleaner enters that code and picks a PIN. After that, the cleaner signs in with the company code, their staff number and the PIN. A PIN works only on the phone it was set up on. After several wrong PINs in a row, sign-in is locked for a few minutes.
If a cleaner forgets the PIN or gets a new phone, the owner or a manager resets the PIN on the person's page. That signs the old phone out and makes a new setup code. The cleaner enters it and picks a new PIN.
Staff you import without an email become PIN members in the same way.
Switch someone off
When someone leaves, deactivate them. They lose access right away, and their past work stays in the history. You can turn them back on later.
Keep the account secure
- Owners and managers can turn on two-step verification with an authenticator app.
- The activity history shows who changed what and when, for example who edited a site or closed an issue. Owners and managers who can view the team can open it, filtered by person, site, type and dates.
- Each person chooses which notifications they get, by push and by email, for issues, late task lists and reports.
When a team member deletes their account
The inspections and photo proof they made stay with the company. Their name on those records is replaced with "Former team member". See "Subscription and account".