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Team & members

Managing members, managers, and custom roles

Updated Oct 18, 2026 · For: Managers, Owners

Members

Open Business → Members:

  • Join requests: approve or decline employees who entered the join code.
  • Alias: set a nickname, e.g. "Andi Warehouse". Shown as "Alias (Real name)"; payslips keep the real name.
  • The owner also sets the employee ID and position (for payslips), or removes members.

Managers and custom roles (owner)

  • A manager gets every management permission.
  • A custom role (Business → Custom roles) grants only some: members, schedules, team attendance, approvals, or claims. Example: an "HR" role with approvals and team attendance.

Owner-only things stay owner-only: business settings, payroll, office cash, subscription, and the activity log.

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