Team holds your people and subcontractors. A person can be scheduled without a Jobsworth login; login access and any subscription charge are separate choices.
1. Add the person
- Open Team and choose New team member.
- Select the appropriate team or subcontractor type.
- Enter their name, contact details and work information.
- Choose whether they need a Jobsworth login.
- Select Add person, or Add and send login when inviting them.
For a login, review the email, access role and any extra-login charge before confirming. If an existing Business login is offered, check that it belongs to the correct person before linking it.
2. Review availability
Open the person’s record to check their schedule, working hours and time off. Use Team Calendar to compare the crew and book Visits.
A descriptive job title does not decide what the person can see in Jobsworth. Their access role does.
3. Maintain rates and records
Review their internal cost and Customer charge separately. Rates can be hourly or daily; check the selected basis. Certificates, Sites and time records are available in their relevant sections.
See Rates and Certificates.
4. Manage login access
Use Jobsworth access to invite, link or manage a login. Check the existing invitation before resending or adding another. Removing login access does not remove the person’s Team record or work history.
A correct account-to-Team link matters for assigned Visits and time recording. Follow Team Access for wider Business permissions.
If only part succeeds
If the person is saved but the invitation or payment needs attention, continue with that saved person and invitation. Do not add the Team profile again.