Guide
How to manage a field team without burnout
Right-size roles, automate onboarding, share the visibility that builds trust.
Step-by-step
- Step 01
Design roles by responsibility
Map each role to the permissions matrix.
- Step 02
Onboard via invite link
Per-worker links, never share logins.
- Step 03
Share dashboards
Make the work + status visible to whoever owns it.
- Step 04
Review activity weekly
Activity feed surfaces contribution per worker.
- Step 05
Adjust without drama
Role changes + status flips are one-click + audit-logged.
Frequently asked
What's the right role count?
Most teams need 3–4 roles in practice. Use what you need from the seven built-ins.
How do I avoid burnout?
Right-size scope per role. Workers shouldn't have admin-level decisions on their plate.
Should everyone see everything?
Visibility builds trust; sensitive data needs gating. Role-based visibility is the balance.
How often should I review activity?
Weekly works for most teams. Tie it to your weekly stand-up.
What about contractor vs employee distinctions?
Two built-in roles (contractor, subcontractor) handle the common cases.
How do I let someone go cleanly?
Archive the team member — keeps their history, removes access immediately.
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