Team Setup and Management

Q: How does team setup and management work in Sendwork?

A: Team setup and management in Sendwork allows owners and managers to easily invite and organize staff, managers, and customers according to their specific branch locations. Here’s an example of how this feature works:

Suppose an owner has two branch locations and invites two managers, assigning one to each location. The owner then invites a customer and assigns them to one of the branch locations as their default business branch. In this case, the customer will only be available to the manager of that specific branch. The same applies to staff members invited by the manager; they become exclusive to that branch.

It’s important to note that the owner retains full control and can update or transfer managers, staff, and customers from one branch to another as needed.