Cents

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Misael

Add team members, set roles and permissions, and track time.

Your Team

Create a new team member and enter their details from the Team page under Admin.

How to Add, Edit, and Assign Team Members to Locations

Adding your team to Cents? Learn about the different permission settings available and what they mean.

How to Manage Team Member Account Permissions

Control what a team member can access by setting their role in Roles & Permissions under Admin, Team.

How to Assign Manager and Admin Roles to a Team Member

Add a driver to your team and give them the roles and permissions needed for driver app access.

How to Assign Driver App Access to a Team Member

Require employees to enter their code before key actions, set under In-store Team Management in account settings.

How to Require an Employee Code for Actions

Remove someone from your active roster by archiving them on the Team page under Admin.

How to Archive and View Archived Team Members

Add team members, assign locations, and set roles and permissions.

Team Members & Roles

Add and edit the shifts that set store hours, clock-in windows, and tasks, feeding your Shift Breakdown and Team Timecard reports.

How to Add Shifts to a Location

Create, edit, and delete employee time cards from the Time Cards page, including how overlap validation works.

How to Manage Time Cards and See Who Is Checked In

Set up shifts, see who is checked in, and manage time cards.

Time Cards & Shifts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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