Account

Team

The Team Management feature in Summon allows account admins to add, manage, and assign roles to team members across different locations. Team members can be assigned one of three roles: Admin, Supervisor, or Runner, each with specific permissions.

Roles and Permissions

Admin

  • The Admin is the account owner with full access to all features, settings, and locations.
  • At this time, only one Admin is allowed per account.

Supervisor

  • Supervisors can manage assigned locations, invite new team members, start shifts, modify rates, and adjust settings.

Runner

  • Runners assist with operations, join open shifts, process tickets, and perform tasks within their assigned locations.

Inviting a Team Member

Admins can invite new users to join their team through the Summon app.

Steps to Invite a User:

  1. Navigate to the Team tab from the bottom navigation menu.
  2. Tap the Plus (+) button to add a new team member.
  3. Enter the user’s First Name, Last Name, Email, and Mobile Number.
  4. Select the appropriate Role: Supervisor or Runner.
  5. Send the invitation by tapping Invite.

After sending the invitation, the Assign Locations screen will automatically appear to ensure the new user is assigned to specific locations.

Completing the Registration Process (For Invited Users)

  1. The invited user will receive an email with a link to register.
  2. They must follow the link, create their account, and verify their email address.
  3. Once registered, the user can log in to the Summon app and access the assigned locations based on their role.

Assigning Locations to a Team Member

Admins must assign specific locations to team members for them to access and operate within those areas.

Steps to Assign Locations

  1. Select the team member from the Team tab.
  2. Tap Assign Locations under the Location Access section.
  3. Choose one or more locations from the list by selecting the checkboxes.
  4. Confirm by tapping Assign.

Removing a Team Member

Admins can remove team members from the account when necessary.

Steps to Remove a User

  1. Go to the Team tab and select the team member.
  2. Scroll to the bottom and tap Remove User.
  3. Confirm the removal to finalize the process.

Impact of Removal

  • The removed user will lose access to all locations and operations immediately.
  • Any tasks or operations they were handling must be reassigned to another team member.

Key Notes

  • Admins cannot be removed unless ownership of the account is transferred.
  • The Assign Locations step is critical to ensure users have proper access based on their role.
  • Invitations remain in an Invited state until the user completes registration.

By effectively using the Team Management features, Summon ensures smooth operations and role-specific access across all locations.