Give every team member exactly the access they need: your cleaners see their cleanings, your guest team sees the Inbox, your owners see their statements. Nobody sees more than their job requires.
Go to Members → Users in the left menu. Three tabs:
Manage Users: everyone on your team.
User Role: what each role can see and do.
Owners: the property owners you manage for.
Also under Members: Activities and Attendances (see below).
Click + Create → User.
Fill in:
• Name and Phone/WhatsApp Number with country code, without the + (for example 41790000000). Elev8 Go and notifications use this number.
• Preferred Language for their app and messages.
• Email and, optionally, an Employee Number and salary.Under Choose Listings and Assign Roles:
• Roles: pick one or more, for example Housekeeping.
• Assign to Listing: pick the listings they work on. They'll only see cleanings, tasks and team chats for these listings.
• Company: Internal for your own staff.Click Add User.
Tip: assign listings carefully. A cleaner who isn't assigned to a listing won't get its cleanings, and won't show up when you assign one.
Manage your team
The list shows each person's name, role(s), WhatsApp number and how many listings they're assigned to. Filter by role or search by name. Use the pencil to edit someone and the bin to remove them.