Roster and profiles

The roster lists everyone who works your bookings. Each profile shows their credentials, availability, time off and, for the owner and admins, their pay.

Find someone on the roster

Open the roster from the navigation. The filters across the top show Everyone, Needs attention, Not joined yet and, once someone has left, Removed, each with a count. Search by name or email.

Needs attention collects anything waiting on you or on them: a credential to review, expiring or expired, a bounced invite, pay setup not finished, time off to approve, a bio to approve, or an agreement not accepted yet.

Invite agents

Select Invite agents.
In Email addresses, enter one address per line, or separate them with commas.
Owners and admins choose How they’re paid (below). It starts at your usual choice from Setup.
Select Send invites.

Each person gets an email from your firm, joins with a code from their email, accepts your agent agreement and adds their own credentials. Invite links work for 14 days. Anyone already invited or already on your roster is listed as not sent, never dropped silently.

If your firm isn’t approved yet, or you haven’t accepted the agent agreement (Setup › Legal pages), the button reads Save invites: they go out by themselves once they can.

On the Not joined yet filter, each invite shows whether it was sent, delivered, bounced or expired. Use Resend or Cancel invite. If an email bounced and the address was wrong, cancel it and invite the right one.

How they’re paid

Your firm pays its agents; Stripe processes the payment. There are three choices:

Paid by bank through Stripe: they invoice you, and your payment goes from your bank into their own Stripe account in each payout run. Their invoices wait until their Stripe account, tax details and invoicing terms are done. You need Stripe connected first.
Paid outside …: a contractor you pay yourselves, by your own bank or check. Their lines are recorded in the run and marked paid. They give a W-9.
Employee: someone on your own staff. Their lines are recorded the same way, with no Stripe account, W-9 or invoice.

If nobody chose when the invite went out, the roster shows Choose how they’re paid beside it. Their pay setup in the app waits until you do.

Review credentials

A profile’s Credentials card lists each upload, newest first, with its expiry date and status: To review, Approved, Expiring, Expired or Rejected. Select View file to check the document.

Select Approve if it’s right.
Select Reject, give a Reason they’ll see (for example, “the photo cuts off the expiry date”), then Reject and tell them. They can upload a new one.

Only approved, in-date credentials count toward what a service type requires.

Availability and time off

The Availability card shows their usual week and unavailable dates, as they set them in the app. Staffing offers work only inside those hours, unless someone overrides it with a reason.

To change it for your firm only, select Edit availability, set each day’s hours and add any unavailable dates, then save. They’re told, and their own next save replaces your change; if it does, a banner says so until you select Got it.

Time off requests show under Time off. Select Approve or Decline. If they hold shifts or offers in those dates, approving lists them first; confirm with Approve and release it (or Approve and release all) and the places reopen on their bookings for someone else.

Approve a bio

When they change the bio your clients see, it waits in Bio to approve. Select Approve, or Decline with a reason they see in the app.

Pay, adjustments and tax details

The Pay card shows their default hourly rate, any rates by service, how they’re paid, their earnings this month and this year, and their Tax details (W-9): legal name, classification and date signed, never the full taxpayer ID.

Edit pay sets the Default hourly rate, Rates by service (each in its service’s unit, empty for the default) and how they’re paid. New rates apply to work accepted from now on; a dispatcher can still change one assignment’s rate until its time is approved.
Add an adjustment puts a line on their next invoice: Add to their pay or Take off their pay, an Amount and a Reason they see. A sent invoice never changes; corrections are always a new line.

Remove someone

At the bottom of a profile, select Remove and their name, then Remove to confirm. Their access ends within a minute, open offers close, and their history, timesheets and pending pay stay. If they hold accepted upcoming shifts, re-staff or release those first; the sheet links to each booking.

Credential types

Settings › Credential types lists the licenses and certificates agents upload and staff check. Select Add a credential type, give it a Name, and tick what an upload must carry: A number, An expiry date (it shows as expiring 30 days ahead) or A file. Then Add credential type.

Select a type’s name to edit it. Removing a type nobody has uploaded deletes it; one with uploads is archived and can be restored later.

Who can do what

What each role may do
Area	Owner	Admin	Dispatcher	Viewer
The agent roster	Changes	Changes	Changes	Reads
Agent pay rates	Changes	Changes	Per assignment only	No
Agent legal details	Changes	Changes	Emergency contact only	No
Agent documents	Changes	Changes	Changes	No
Agent earnings	Changes	Changes	No	No
Agent tax details	Changes	Changes	No	No
Approving payout runs	Changes	If the owner allows it	No	No
Service types and settings lists	Changes	Changes	Without agent pay	Without agent pay

Viewers don’t see phone numbers, emergency contacts, credential numbers and files, documents, pay or how someone is paid. Owners and admins choose how each person is paid.