Set up the Staff Portal and Staff app for your crew

Set it up

1. Turn on the switch at the top of the Staff Portal page.
2. Under Portal Branding, set the Accent Color, the Portal Logo (or Use Branding page logo) and a Welcome Message.
3. Under Visible Sections, turn off what your crew doesn't need. With Time tracking on, you can list the activities they clock time against, like Driving or Supplies.
4. Under My Jobs permissions, choose whether staff can Move job status and Upload photos & documents on their jobs. Both start off.
5. Click Save Staff Portal Settings.

Click Open live demo to see the portal with sample data, as your crew would.

The Staff Portal on the web

1. Go to Resources, then Staff, and open the staff member.
2. In the Staff Portal section, click Enable Staff Portal. Wrapstart emails or texts them their link.
3. It then shows Portal Active. Copy Link copies the link; Resend Link sends a new one, and the old link stops working.

In the portal they see My Schedule, My Jobs, Training, Calendar, My Stats and My Info. Staff can also ask for their own link at app.wrapstart.com/staff-portal/request.

The Wrapstart Staff app

Your crew install the Wrapstart Staff app. They enter the email or phone number on their staff record, tap Send code, and enter the 6-digit code. If they work for more than one shop, they pick yours.

The app has Jobs, Time for clocking in and out, Schedule, Messages for team chat, Stats (hours, jobs, estimated earnings and commissions), Training and Me. Clocked time lands on their Timesheets tab for you to approve.

Related