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Instawork Partners FAQ
Helpful Tips for Instawork Partners
How do I give my team access to Instawork?
How do I give my team access to Instawork?

Adding new team members, setting, and managing roles

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Written by Olivia Clark
Updated over a week ago

Authorize more team members to use Instawork with new user permission settings.

What roles can my team members have?

Access will be determined by the 3 roles that a team member can be assigned:

  1. Admin: Full functionality access.

  2. Member: Same access as Admin but cannot add, remove or update roles for other users.

  3. Shift Coordinator: Limited access. Can manage lives shifts, but does not have access to view financial information or spend money. Learn more here.

The full permission details of each role are displayed below.

Functionality

Admin

Member

Shift Coordinator

View Shifts

✅

✅

✅

Clock In/Out

✅

✅

✅

Rate Pros

✅

✅

✅

Roster/Block Pros

✅

✅

✅

Update Shift Details

✅

✅

✅

Send Announcements

✅

✅

✅

Send Pros Home

✅

✅

✅

No Show Pros

✅

✅

✅

Edit Timesheets

✅

✅

✅

Manage Hour Disputes

✅

✅

✅

Book/Cancel Shifts
(Create Shifts)

✅

✅

❌

Adjust Pricing
(Improve fill rate)

✅

✅

❌

View Pricing

✅

✅

❌

Update Geofences

✅

✅

❌

Update Company info

✅

✅

❌

Add/Remove Locations

✅

✅

❌

Mark Pros as Hired

✅

✅

❌

Invoices

✅

✅

❌

Download Reports

✅

✅

❌

Add/Remove Invoice Email List

✅

✅

❌

Add/Remove Payment methods

✅

✅

❌

Add Tips

✅

✅

❌

Add/Remove Team Members

✅

❌

❌

Assign/Change Roles

✅

❌

❌

How to add new team members

*Only Admins can add new team members and update roles.

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 “Invite team member”

  • Enter the information for the person you want to add, including their access level, and click “Invite”

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

  • You are able to resend invites by clicking on 'Resend invite'

FAQ

What is the difference between an Admin, Member, and Shift Coordinator?

  • Only admins can remove other team members from the account and assign/update their roles. Members have the same access otherwise.

  • Shift Coordinators do not have access to viewing any financial information (hourly rates, invoices) and spending money on the platform (booking, canceling shifts)

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

  • Our team can assist you with adjusting the admins on your account. Contact our Support Team at partners@instawork.com to make this change.

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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