Adding your team and what employees see

Add an employee

If your staff arrived through a data migration, they may exist in the list without logins yet. The Invite action on such a record provisions their account and sends the invite in one click.

1. 1.Go to HR, then Employees, and click Add Employee.
2. 2.Enter their name, email and role.
3. 3.They receive an invite email and set their own password.

Owners and employees

Owners see the whole business: every job, financials, reports and settings. Employees see their own working world: My Day, the jobs assigned to them, their timesheet and their profile. They do not see company financials or other people’s pay-related details.

Fine-grained permissions

If the two defaults are not enough, build custom roles under Settings, then Team, then Roles and permissions. You control access to areas like quotes, invoices, CRM, HR and settings per role, and assign roles under Team, then People.

Get the crew on mobile

Field staff should install the VexOp Field iPhone app and sign in with the same email and password, or with Apple or Google on the same email address. Their day runs from it: jobs, time, photos, forms and signatures. See the mobile app article for details.