Add team members to your workspace
Onboard new team members by setting them up with a profile in your workspace.
Team
Use advanced team management tools to keep your team on track for success. Invite team members to join your workspace and store key information in team profiles that integrate across your account. Learn to set up automatic compensation tracking and payroll management with our Team Pay add-on.
Team members
Manage team permissions and access levels
Manage your team's access to sensitive client information with permission levels.
Archive and suspend team members from your workspace
Keep your workspace organized by managing team members through suspension, archiving, or permanent deletion.
Delete team members from your workspace
Keep your workspace up-to-date by permanently deleting a team member.
Paying your team
Set team commissions
Motivate your team by setting up customized commissions for services, products, gift cards, and memberships.
Set up wages and timesheets
Automate wage calculations and track your team's hours, breaks, and attendance with timesheets.
Pass fees on to team members
Fairly share fees with your team by automatically deducting their portion during pay runs.
Manage your team's pay
Streamline paying your team with pay runs that automatically calculate and transfer earnings from your wallet.
Adjust pay run balances
Update team members' earnings within pay runs with manual balance adjustments.
Manage cash advances for pay runs
Simplify cash management by setting up cash advances for your team.
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