Invite each person with their own email address. Individual accounts make assignments and access easier to manage than sharing one login.
Instructions for your platform
Choose where you’re using Surehand. We’ll remember your selection for the next guide.
Invite a person on the web
- Open Account.
- Open Members.
- Choose Invite Team Member.
- Enter the person’s email address.
- Choose their role.
- Send the invitation.
The invitation remains pending until the person accepts it. You can resend or revoke a pending invitation from the same screen.
Create a team on the web
- Open Account → Teams.
- Choose the create action.
- Give the team a recognisable name and save it.
- Add existing users to the team.
Organise teams on iPhone or iPad
Open More → Teams and use the + action to create a team. Give it a recognisable name, save it, then open the team and choose Add Member to add an existing Surehand user.
New organisation invitations are managed on the web. Open Account → Members there and choose Invite Team Member before adding the new user to a mobile team.
Organise teams on Android
Open More → Teams and choose Create Team. Give it a recognisable name, save it, then open the team and choose Add Member to add an existing Surehand user.
New organisation invitations are managed on the web. Open Account → Members there and choose Invite Team Member before adding the new user to a mobile team.
Choose the role carefully
Use the least powerful role that lets the person do their work:
- Admin is for someone who should help manage the organisation and its settings.
- Member is for someone who needs day-to-day access without full administrative control.
Financial areas are also protected by financial-access rules. If a person cannot see invoices, expenses or finances, check their role and access before assuming data is missing.
Name teams for the work
Teams group users for job assignment.
For a window-cleaning business, useful team names might be Van 1, North Route, or the names of people who normally work together.
Assign work
Choose a user or team when creating or editing a job. Check the working-day view from the assigned person’s perspective where possible.
A round and a team serve different purposes:
- A round groups recurring work.
- A team groups people.
They can work together, but one does not replace the other.
When somebody leaves
Before removing access:
- Review their upcoming assignments.
- Reassign work that still needs doing.
- Remove them from teams.
- Remove or revoke their membership.
Do not delete customer or job records simply because the person previously assigned to them has left.