Whether they’re posting shifts or working onsite with Pros, giving your team members access to Instawork will help with seamless collaboration.
How to add additional users
*Only Admins can add new team members.
Click your name on the top right of your screen then click “Account settings.”
Select “Team Members” from the left navigation bar and click “Invite team member.”
Enter the first and last name and email for the team member you want to invite and choose a role type from the drop down.
Click “Invite.” This will send your team member an email invitation to sign up and join your account.
Different role types
When adding new users, you will assign them one of three role types. Each role type has access to different features on Instawork.
Admin: Access to all features. This is also the only role that can add new team members.
Member: Same access as Admin but cannot add, remove, or update roles for other team members.
Shift coordinator: Limited access. They can manage live shifts, but don’t have access to view financial information, post or cancel shifts, or update account information. This role is perfect for an onsite manager. Learn more.
The full permission details of each role are displayed below.
Functionality | Admin | Member | Shift Coordinator |
Clock Pros in & out | ✅ | ✅ | ✅ |
View or edits shift details | ✅ | ✅ | ✅ |
Contact Pros | ✅ | ✅ | ✅ |
Edit timesheets | ✅ | ✅ | ✅ |
Rate Pros | ✅ | ✅ | ✅ |
View or adjust pricing | ✅ | ✅ | ❌ |
Book or cancel shifts | ✅ | ✅ | ❌ |
Add tips | ✅ | ✅ | ❌ |
View invoices & reports | ✅ | ✅ | ❌ |
Edit company information | ✅ | ✅ | ❌ |
Add/remove team members | ✅ | ❌ | ❌ |
Assign/change roles | ✅ | ❌ | ❌ |
How to resend invites
Click the three lines on the top right-hand corner of the screen and choose “Account settings.”
Click “Team members.”
Click “Resend invite” next to the team member you invited.
Note: You can only resend invites to team members who have not completed sign up. If a team member can’t access Instawork, you can remove them and re-invite them.
How to update user roles or remove users
To update a user role or remove a team member from your Instawork account, navigate to your team member settings:
Click the three lines on the top right-hand corner of the screen and choose “Account Settings.”
Click on “Team members.”
Click the pencil icon next to the team member whose access you want to edit or remove.
To update their role:
Select a new role under "Access Level."
Click “save.”
To remove a team member from your account:
Click "Delete member" on the bottom left.
Confirm by clicking "remove."
More detailed video tutorial below:
FAQ
What is the difference between an admin, member, and shift coordinator?
Admins have full access to Instawork, including adding and removing other team members from the account and updating their roles.
Members have full access to Instawork, with the exception of adding, updating, or changing team members. They can also view financial information and create or edit shifts.
Shift Coordinators have limited access to Instawork. They can view shift details, clock Pros in and out, edit timesheets and rate Pros. They do not have access to any financial information (hourly rates, invoices) and cannot book or cancel shifts.
How do I change or add an admin to my account?
Admins can only remove a member or shift coordinator. They do not have the ability to delete another admin. To update admins on your account, you need to contact our Support Team at partners@instawork.com.
How do I add a billing contact to receive invoice emails?