People and the org chart

People in the left rail has two tabs. People is a table of everyone in your company, and Org chart draws the company as a chart: bosses on top, the people who report to them underneath, joined by lines.

The People table

Each row is one person, with their Status, Title, Location, Team and Manager. Use Search people, Status and Location to narrow it down. Everyone in the company sees the members; Admins also see each person's Email, Phone, Employee IDs and Source, plus the people your connected apps know about who haven't joined yet.

People from your connected apps

When you connect Lightspeed or When I Work, their employees are added to the table automatically, marked Not invited. You get what those apps share: name, work email, phone, role (as the job title), store (as the location, once that store is linked to a Location on the Locations Map) and employee number, shown under Employee IDs like Lightspeed #12 · When I Work #998. Pay, wages, hours, timesheets and register PINs are never brought in.

• Someone who's already a member is matched for you (the same email, or the same full name) and their employee ids show on their member row instead of a second row.
• Employees archived or locked out in Lightspeed (or removed in When I Work) come in as Hidden. Pick Hidden under Status to see them.
• The same person in both apps is one row.
• Need someone who isn't in any app? Click + Add a person.

Clean up, then invite

Before inviting anyone, tidy each row:

• Edit fixes a name, adds an email or phone, and sets the Job title, Reports to (boss), Team, Location, Hire date and Notes. What you change stays, even when the app syncs again.
• Merge is for the same person twice. It suggests likely matches (the same email or a similar name). Merge into a member to link their employee ids and fill in the member's empty details, or into another row to keep one row with both sets of ids.
• Hide keeps someone off the list (former staff, a shared register login). Unhide brings them back.

Then tick the people to invite (the box at the top selects everyone shown) and choose Invite as User or Admin in the bar at the bottom, which shows how many have an email and how many need a link. Click Invite selected:

• People with an email get the usual invite email.
• People without one get a Personal invite link. Copy link, Text it or Print the links (each with a QR code to scan). A link works once, for 14 days, and is shown only then; invite them again for a new one.

When they accept (with any email address, or Google), they join with the role you chose and the title, team, location, boss and phone from their row, and their employee ids are linked. Their status changes from Invited to User or Admin.

Reading the chart

Open the Org chart tab. Chart shows the boxes; By team and By location group people instead.

• Each box is a person, with their job title, team and location. Admins have a dark outline.
• When someone's people work at two or more locations, they're grouped under a yellow box for each location, the same way the setup preview shows stores.
• People with no boss set show under the company's Admin when there's only one.
• A long row of people with nobody under them stacks into a column so the chart stays readable. Scroll sideways on a wide chart.

Fill in the details

Admins click the pencil next to any member (in the People table, the Chart, By team or By location) to change their Role (Admin or User), Job title, Reports to (boss), Team and Location, then Save. Your own role can only be changed by another Admin. The same details are in Settings → Members (click anyone's row, or ⋯, to open them), and you can include them when you paste a list of invites.

Your own fields for people

Want to keep more about each person, like a start date, a shirt size or an employee number? Admins add their own fields: in Settings → Members, click anyone's row, then + Add your own people fields (or go to Settings → Custom fields and pick People). The fields show when you open someone in Settings → Members, and saved values are listed under the person's name in the table. The member search finds them too. Once you have some, the link reads Change people fields.

Why it's worth it:

• Group tickets reach the right people. See Group and location tickets.
• Up for grabs on Today's Stack shows each person what's waiting in their own team's and location's queues.
• Bosses can see Team today for their own people.
• The Org chart can be viewed By team or By location, so you can see who's where.

Lock or remove someone

Admins can lock or remove anyone but themselves: click the pencil, then Lock account… or Remove from company…, or open them in Settings → Members and use Lock or Remove at the bottom. To change several people at once, tick them in the table: the bar that appears can Change role, Set team, Set location, Set boss, Lock or Remove them all. The account owner and you are skipped where it doesn't apply.

• Lock is for a break: leave, a suspension, or while you sort something out. A locked person can't open the company at all, and it disappears from their company list. Everything else stays as it was: their tickets, comments, history, stack roles, team, location and boss. Unlock them on the Locked tab of Settings → Members, and they're back the way they were. A company code or an old invite can't unlock them.
• Remove is for someone who has left. Their tickets and comments stay, marked with their name, but they lose their stack roles. To bring them back, invite them again.

A company always keeps at least one Admin, so the last Admin can't be locked or removed.

Teams

Teams are simple labels like Front desk or Kennel. Add them in Settings → Company under How your team works: type a name in + Add team and press Enter.

Join codes

In Settings → Members, click Invite people, then Join codes: Create code makes a join code with a printable poster. Set a Code team and Code location, and everyone who joins with it lands in the right place. It's the easiest way to onboard a whole store.

Privacy: coworkers see names, not personal email addresses.