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Team & rolesProvisioning workers

Provisioning workers

Floor workers often don’t have a work email, or just don’t want one more login to manage. So you create their accounts directly, no invite, no email.

Add the worker

Go to Team in the sidebar and use Add Worker. Fill in a username, a password, and an email. Display name is the only optional field.

Hand them the credentials

Give the worker their username and password. They sign in with those, no email verification, no invite link to click.

They go straight to work

Once signed in, the worker sees only the jobs assigned to them and can advance them one tap at a time. See Advancing stages & the worker view.

Invite vs. provision

InviteProvision
Best forAdmins, managers, officeFloor workers
Needs an emailYesNo
How they sign inTheir own emailUsername + password you set
Account existsAfter they acceptImmediately

Adding a worker counts toward your plan’s member limit, same as any member. See Plans & limits.