Manage an employee

Update employee details, change their role, reset their PIN, or remove an employee.

Requirements

• You are signed in as Owner or Leader of the location.
• A location is selected.

Step by Step

Edit employee details

1. Select Employees in the sidebar.
2. Tap Edit on the employee card.
3. Update First Name, Last Name, Role, or Areas.
4. Tap Save.

Change role

1. Open the employee's edit view.
2. Select a new Role.
3. Tap Save.

Reset PIN

1. In Employees, select the employee.
2. Tap Reset PIN.
3. Enter and confirm the new PIN.
4. Tap Reset PIN.

Remove employee

1. In Employees, select the employee.
2. Tap Delete.
3. Confirm with Delete.

Next Steps

• Invite an employee
• Manage areas

Tip: If you remove all areas from an employee, they will see all tasks in the location again.