Set up teams and a Manager

Put staff into Front of House, Back of House and Administration, and give a shift lead the Manager role.

On this page

Set up the teams

Click Admin in the sidebar. Click Teams.

The cafe template creates Front of House, Back of House and Administration. Type a name under New team and click Create to add another.

Click the plus on a team to add its members. Click the crown on a member to make them the Leader.

Front of House

2 members
Permissions0 of 5 enabled

Back of House

2 members
Permissions0 of 5 enabled

Administration

1 member
Permissions1 of 5 enabled

Give someone the Manager role

Click Admin. Click Members. Find the person and pick Manager as their custom role.

A Manager can edit the roster, publish it, correct a kiosk check-in, confirm hours, and approve leave and shift swaps. This covers every team, not only the team they lead.

Click Roles to see what the Manager role can do, or to add a permission such as deleting a published shift.

Manager

Custom role