Teams
Invite people, set roles, manage seats and the week schedule.
- How do I invite people to my team?A team admin opens Settings, Members, selects Invite, enters the email and role, and selects Send invite. Invitations last 7 days.
- What can admins and members do?Admins manage members, invitations, billing and team settings. Members work with the places they can access. Change roles in Settings, Members.
- Who needs a seat, and how do I add one?Everyone on the team and every pending invitation uses a seat. Add seats through billing before you invite more people.
- How do I see where my team is this week?Settings, Members, Schedule shows each person's visits and scheduled visits for each day of the current week.
- How do I remove someone from my team?In Settings, Members, choose Change role, then Remove from team. They lose access. Their visits, reports and tasks stay with the team.
- What does Insights show?Insights has a dashboard, saved reports and a report builder for your team's work, over the last 7 days, 30 days, season to date or a custom range.
Still need help?
Write to the PropelMapper team or book a call, and a person who builds the product will answer.