Team Management

Manage workspace members, roles, branch assignments, and security permissions

Team Roles & Permissions

6 active role templates

Organization Admin

Full Access

Full platform access, billing management, workspace settings, integrations, all branches, team permissions, and analytics.

Branch Manager

Branch Control

Manages operations for one assigned branch, views branch reports, configures local queues, and manages branch team members.

Receptionist

Front Line

Handles walk-in arrivals, customer check-ins, queue management, and on-site appointment scheduling at reception desk.

Service Staff

Service Desk

Views assigned customer appointments, calls next customer in queue, marks service completion, and attaches consultation notes.

Event Manager

Events & Tickets

Creates and manages events, attendee registrations, QR code guest check-ins, capacity limits, and event attendance tracking.

Security / Front Desk

Gate & Visitors

Performs visitor check-ins, guest identity verification, access badge issuing, and real-time visitor security logs.

Showing 6 team members
Member Role Branch Status Last Login Actions
AK
Organization Admin All Branches Active 10 mins ago
MV
Branch Manager Main Branch Active 1 hour ago
ER
Receptionist North Wing Clinic Active 25 mins ago
DC
Service Staff Main Branch Active 3 hours ago
SJ
Event Manager Downtown Financial Center Invited Pending Invite
SO
Security / Front Desk City Campus Active 5 mins ago