Subshift

Team management

The Team settings page at /settings/team lets you invite colleagues to your agency account, assign their roles, and remove members who no longer need access.

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The team settings page showing a list of current team members with their roles and an invite button.

Viewing your team

  1. Click Settings in the sidebar.
  2. Select Team.

The page lists all active team members with their name, email, role, and the date they joined.

Inviting a team member

  1. Click Invite member.
  2. Enter the person's email address.
  3. Select their Role (typically Admin or Member — your account may have additional roles configured).
  4. Click Send invite.

The invitee receives an email with a link to create their account and join your agency. While the invite is pending, they appear in the list with an "Invited" badge.

Tip

If an invitee doesn't receive the email, use Resend invite or copy the invite link and send it directly. You can also cancel a pending invite and re-invite with a different email if needed.

Roles and permissions

Roles control what each team member can see and do in the portal. At minimum, there are two roles:

  • Admin — full access to all sections including settings, billing, and team management.
  • Member — operational access (shifts, workers, clients, timesheets) but cannot access billing, team management, or agency profile settings.

Note

Only Admin users can access the Team settings page. If you need to change another admin's access, you must be an Admin yourself.

Removing a team member

  1. Find the team member in the list.
  2. Click the Remove button next to their name.
  3. Confirm in the dialog.

The removed member immediately loses access to the agency portal. Their past actions remain in the audit log.

Warning

Removing yourself from the team is not allowed if you are the only Admin. Promote another member to Admin first.

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