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Team and crews

Team is your worker registry. Enrollment is self-serve onboarding. Crews are named groups you reuse when dispatching jobs.

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Team registry

Open Team to:
  • See members, roles, and compliance badges
  • Invite people by email
  • Import a roster CSV (download the template from the import flow)
  • Open a worker’s compliance page for credentials and documents
  • Review right-to-work and training / certification status before assigning work
Workers who accept an invite join your organisation on sign-in instead of creating a solo org.

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Invites

  1. From Team, invite with a work email and role.
  2. The invitee creates an account (web or mobile) and lands in your org.
  3. Managers can update name and photo; compliance fields follow your org policies in Settings.

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Enrollment campaigns

Open Enrollment for higher-volume onboarding:
  • Create a campaign and share a public link
  • Require ID verification before workers become dispatchable
  • Toggle extra capture (e.g. driving licence, motor insurance) when your vertical needs it
Until onboarding is complete, roster gates can block assignment so incomplete profiles do not land on a job by accident. Resolve gaps from Team or the attention list on Compliance.

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Labour-provider flags

Members can be marked as labour-provider / subcontracted labour where your process needs that distinction. Those flags can appear in inspection-pack roster exports for audit chains.

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Crews

Open Crews to create named work groups (e.g. night turnaround crew, weekend viewing pool).
  • Assign a crew when creating or editing a job
  • Filter the Board by work crew
  • Use timeline By crew to see who is scheduled when
Crews are for dispatch convenience — compliance still lives on each worker in Team.