Inviting Team Members or Facilities
Click Settings from the left-hand menu.
Choose either the Invited Users tab or the Facilities tab.
Click Invite Team or Invite Facility.
Enter the required details:
For team members, include name and email.
For facilities, include the facility email contact.
Click Send Invite.
Once invited, the recipient will receive an email to join your organisation.
Pending invitations can be tracked under Invited Users or Invited Facilities, depending on the type.
Inviting Shift Workers
Shift workers are invited through a separate section on the dashboard.
From the left-hand menu, click Shift Workers.
Click Invite Workers on the top right.
Add the worker’s email and pay rate if applicable.
Click Send Invite to connect them to your roster.
Removing Users or Facilities
Go to Settings → Users or Settings → Facilities.
Locate the user or facility you wish to remove.
Click Unlink or Remove.
Confirm the removal when prompted.
Once removed, the user or facility will no longer have access to your agency’s data or dashboard.
Best Practices
Keep your user and facility lists up to date for smooth collaboration.
Remove inactive or outdated connections regularly.
Only invite people or organisations actively working with your agency.