Join the team
Managers: open Staff access, choose a company and Add staff. Enter the employee’s contact, job and permitted locations. Create the invitation and share its link privately. It expires after 24 hours; cancelling it prevents new acceptance without affecting current employment. Employees: check the company, verify the code received at the invited contact, then choose a password if this is your first staff account. Existing staff confirm their current password and authenticator where enabled. Accept the displayed job and locations. An invitation never changes an existing password, restores disabled company access or reveals other-company records. Use normal access management for existing company staff. A changed or removed inviting manager’s authority is checked again before acceptance. Verification does not sign you into a dashboard; sign in normally afterward.
Log inFind records
Use Search to find a name or reference in the permitted list. Choose Show to narrow the results; Dates adds an optional date range. Find searches all results before pagination. Clear filters restores the list while keeping the selected company and existing page controls. Search does not search private message or review text. The normal service priority remains unchanged. Date ranges use the platform display time; invoice dates use the due date and settlement dates use the period end. If a filter is invalid, its error appears above the controls; correct the value and choose Find.
Sent invitations
Invite sends the join link by email now, and by WhatsApp once it is set up. The person shows at once with a pill: Sent, Opened, Joined, or Expired. Swipe to Resend or Cancel. Copy link stays as a backup.