Getting your team members set up in HubScape:
allows them to see their schedules, start and complete their jobs, and view site history
allows for completion reports to be sent to clients
allows for job progress tracking
Account type permissions
Owner: all permissions
Supervisor:
All scheduling permissions (add jobs, edit visit date, view all schedules)
Access to the web version of HubScape
Cannot see job value, insights or edit user permissions
Member:
Can only view their schedule
Start, complete and view history of jobs on their schedule
Cannot see job value, insights or edit user permissions
No account: does not have access to the app but is a member of your team
Once you've set your team members up in HubScape, you will need to assign them to the right schedule. This article will show you how to do this.
Interested to see what a supervisor/member experience is like when using the HubScape app? Check out our video demo at the bottom of this page!
Please note: you need to set up team members before they log in for the first time. If you receive an error message stating that you are unable to add a user to your organisation, this is likely because they have logged in without being set up. They will need to follow these steps so that you can add them.
On mobile
Head to More and then Users:
After adding your team member, they will receive a text with a link to download HubScape and can log in with their phone number.
On desktop
Head to Settings > Company
Click on the + New user button:
Your team member will then receive a text with a link to download HubScape and can log in with their phone number.