Adding team members and staff

Add a staff record

1. Go to Resources > Staff and click New Staff Member.
2. Fill in Personal Information (first name, last name, email and phone; phone is required).
3. Under Employment Details, set the Employment Type (Employee or Contractor) and Base Pay: Hourly, Salary or commission only for employees; Hourly, Project or commission only for contractors. Add a Commission (%) and Billable Rate if you use them.
4. Under Skills and Stations, pick their Service Categories and Assigned Stations.
5. Under Availability, set the days and hours they work, then click Add Staff.

Invite someone to log in

1. Go to Settings > Team (the Roles & Permissions page) and click Invite Member.
2. Enter their Email Address, choose a Role, and click Send Invite.
3. They get an email with an Accept Invitation button. They create a login with that email, or sign in if they already have Wrapstart, and join your business.

While an invite is pending you can Resend it, Copy link to send it yourself, or Cancel it. Someone who already has their own Wrapstart account can switch between it and your business under Workspaces in their profile menu.

Roles

• Manager, Technician and Front Desk for your own team.
• Marketing for an outside marketing team: campaigns, automations, messages and leads, with no access to quotes, invoices, billing or settings.
• Setup Specialist for someone setting up your account: services, pricing, settings, integrations, automations and imports, with customer data read-only.

Change what any role can do under Role Permissions on the same page. Changes apply only to your business.

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