Use each person’s own login. Manager access is included in the package, while a Manager with an employee profile to work shifts uses an employee place.
- 01
Open Managers
Review the Business Owner and existing management accounts. The Business Owner controls invitations and removal of full Managers.
- 02
Invite the right role
Clockx owners can invite a Manager. Full Workspace provides the Manager / Team Leader invitation flow; ordinary Managers can invite Team Leaders within the existing controls.
- 03
Set Team Leader permissions in Full Workspace
Team Leaders start with published team shifts. The Business Owner can choose additional permissions when inviting them or edit their access later.
- 04
Delegate Stock access where enabled
Full Workspace businesses with the Stock add-on can use a Manager’s permission controls to grant stock access. Permission to manage other Managers’ stock access is a separate setting.
- 05
Keep personnel access separate
Private employee-file and approval permissions are controlled through Employee files in Full Workspace. Team Leader access does not include private personnel records.