As you begin to think about what using Instawork at your business will look like, you may find that other team members will also need access to the Instawork dashboard. Here’s how:

How to add new team members

To add another team member to your Instawork account, you will:

  • Click the three lines on the top right-hand corner of the screen and choose “Account Settings”

  • Click on “Team members” and select “Add team member”

  • Enter the business email address for the person you want to add and click “Add”

This will send an email invitation to the email address you entered. The person you invited will then be able to sign up and join your account.

What can team members access?

All team members on an Instawork business account have access to the same features in the platform.

All team members can view:

  • Upcoming and past shifts

  • Rosters

  • Invoices

  • Reports

All team members can:

  • Post, edit, and delete shifts

  • Add and remove Instawork Professionals from the roster

  • Edit timesheets

  • Rate Pros

  • Add or delete payment methods

  • Set default payment methods

FAQ

What is the difference between an admin account and a normal team member account?

Only admins can remove other team members from the account. Otherwise, both have the same access to the platform.

How do I change or add an admin on my account?

Our team can assist you with adjusting the admins on your account. Contact your designated account manager or our Support Team to make this change.

Can other team members see my credit card information?

No. Once a credit card is added to the account, users cannot see all the details of that credit card. Users can only see the name of the credit card network (ie American Express) and the last four digits on the credit card.

How do I add a billing contact to receive invoice emails?

Here is more information on how to add a billing contact to your account.

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