Team Management Guide
This guide introduces the team management feature, a core component of our software, designed to help cleaning companies organize their workforce efficiently. From creating individual employee accounts to forming teams, this feature ensures clear roles and responsibilities within the organization. Below is an overview and detailed instructions on managing employees and teams.
The team management feature is designed to give cleaning company owners and administrators the tools to structure their workforce. This includes creating employee accounts, assigning roles, and forming teams for specific tasks or projects. Clear role allocation and team formation improve accountability and streamline task completion.
Roles Overview
Roles are an integral part of the team management system, providing different levels of access and responsibilities to employees. Here's a summary of the roles:
- Owner Role: This role is assigned automatically when an account is created. The owner has full access to all features and can create other roles.
- Manager Role: Assigned by the owner, this role is for individuals managing dashboards or operations without needing full access to the system.
- Cleaner Role: Assigned by either the owner or manager, this role is for employees who only need access to mark tasks as completed.
- Team Leader Role: Assigned when a team is created, the leader can mark tasks assigned to their team as done and manage the team’s progress.
For more details on roles and their permissions, visit the Roles Guide.
Employee Management
The employee management section allows you to create and manage individual employee accounts. For a detailed guide on creating, editing, and managing employees, visit the Employee Management Guide.
Team Management
The team management section enables you to form teams from selected employees, assign a team leader, and manage team assignments. For a comprehensive guide, visit the Team Management Guide.