š° Est. Time: 5 minutes
šÆ Goal: Set up your team with the right roles and permissions
š Requirements: Access to team and user permissions
Your team is at the heart of Streamtime, so setting them up correctly is key. Assign roles, manage permissions, and ensure everyone has the right access to keep work flowing smoothly. Letās get your team ready to collaborate.
Adding a new team member
You can add a new team member to Streamtime at any point, whether they're permanent employees or freelancers. Here's how:
Click settings āļø in the menu, then select Team Members.
Hit ā Create > Team Member in the top right corner.
Fill in the team member's name and email address (the one theyāll use to log in).
Select their Branch and Role (for more details on roles, click here).
Enter their cost rate (for more details on calculating cost rates, click here).
Add any Labels to group and report on team members by department, discipline, etc (for examples of commonly used labels, click here).
Set their permissions (for more details on permissions, click here).
Hit Save & Invite
You can also add a team member directly to a job if needed - just type their name against the item within the job. Donāt forget to return to set up their full profile later.
Want to set up a team member but not yet invite them to Streamtime? We've got you covered. Simply hit save (not save & send invite). You can go back and send the invite any time.
Team member statuses
Hereās a breakdown of each team member status and how they sit in the platform:
Active: Fully active and can access Streamtime.
Active (pending): Has been invited but hasnāt completed their sign-up.
Active (subscriber): Has full permissions and receives any subscription-related comms. Learn more.
Hibernated: Temporarily inactive but can be reactivated. Learn more.
You can also permanently delete a team member by following the steps here.
Batch actions
Batch actions allow you to manage multiple team members at once, saving you time. Hereās what you can do:
Assign branch: Update the branch for multiple team members.
Send invitations: Send sign-up invites to multiple users in one go.
Assign and remove labels: Add and manage labels for better organisation.
Add and remove permissions: Adjust permissions for several team members simultaneously.
Hibernate and restore team members: Temporarily deactivate or reactivate team members as needed.
Handling pay rises
Cost rates are essential for estimating profit margins on jobs, so itās important to keep them updated. When handling pay rises, be sure to adjust both cost rates and sell rates as needed. This will impact current, past, and future projects.
Collaborating with your team
Job posts allow for key conversations with your team regarding specific jobs. Add comments and mention teammates in just a few clicks.
Offboarding a team member
When it comes to offboarding a team member from your account, there are a few steps you should keep in mind to make sure you have relevant access and keep things tidy.
Two factor authentication
Two-factor authentication (2FA) adds an extra layer of security to your account by requiring two forms of verification to log in. It is mandatory for anyone connected to an accounting packages like Xero, but anyone can opt in to use 2FA if they'd like to set it up.
FAQs
My team member hasnāt received their invite. What should I do?
If a new team member doesnāt receive their invite, it may be due to their account being added before the email was fully set up with your mail provider. Just reach out to us, and we can manually send the signup link to get them started.
How do I assign work to my team member?
The most common way to assign work is to use Streamtime's scheduling feature. This guide will show you how to set up and manage your teamās tasks, so you can effectively plan and track work.