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The Users page is where you manage everyone in your company. Go there from the sidebar (visible to Company Admins only).

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Inviting a new employee

1

Go to Users

Click Users in the sidebar.
2

Click Invite User

Found at the top right of the page (Company Admins only).
3

Enter their details

  • Email address
  • Role — Employee or Manager (Company Admin can’t be set at invite time — promote them after they’ve joined, see Changing a user’s role)
  • Department (optional) — if the department has one manager, that manager is set automatically; if it has more than one, you’ll be asked to pick which one (see Departments)
4

Copy and send the invite link

Shiftsheet does not email the invite for you. Submitting generates a one-time invite link — copy it and send it to the employee yourself (email, chat, etc.). They use the link to set their name and password and activate their account.
There’s no employment type field at invite time. Set Employment Type (Full-time, Part-time, Casual, Contractor) afterwards from the user’s row using Edit Employment.

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Changing a user’s role

  1. Find the user in the Users table
  2. Click the actions menu (three dots) on their row
  3. Select Change Role
  4. Pick the new role and confirm
Promoting someone to Company Admin gives them full access to all company data, settings, and users.

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Reassigning a manager

  1. Find the user in the Users table
  2. Click Reassign Manager
  3. Select the new manager from the list
The user’s future timesheet submissions and leave requests will go to the new manager.

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Managing eligibility

Go to the Management tab on the Users page. You’ll see toggle switches for each employee:

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Setting billing rates

Go to the Rates tab. For each employee you can set:
  • Rate Type — Hourly, Fixed Weekly, Fixed Fortnightly, or Fixed Monthly
  • Cost Rate — what this employee costs the business per unit
  • Billable Rate — what you charge a client for this employee’s time
A rate set for this person on a specific project (or that project’s own default rate) takes priority over their user-level rate here. There’s no separate task-level rate — user rates set on this page are the fallback when no project-specific rate applies, and the company default (Settings → Billing Rates) is the last fallback for cost rate only.

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Viewing a user’s timesheets

Click View Profile on any user row (or the actions menu on their row). Their profile page includes a timesheet timeline — statuses, hours, and entries — alongside attendance and leave balance information.

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Deactivating a user

  1. Go to the Management tab
  2. Toggle the Active switch off for that user
Deactivated users cannot log in, but their historical data (timesheets, leave records, approvals) is fully preserved.