The Team page is where you manage everyone who works in your PSS account—office staff and field technicians alike. Each person gets their own login, and the roles you give them decide what they can see and do: an office manager who runs the schedule needs very different access from a technician who only services pools.
For technicians, the profile goes further than access. It also holds the field and scheduling settings PSS needs to build routes and pay people correctly: when their day starts, where they start it, how many hours they can work each day, and what you pay them per visit.
To open it, click Team in the left-hand menu, under People & Billing. The page is available to members with the Admin or Manager role; technicians do not see it.
The page is split into two parts:
- A member list runs down the left, with the Add Team Member button and a search box above it.
- A detail panel fills the right. Click a member to open their profile here; until you do, it reads Select or add a team member on the left panel.