Team Collaboration

Guides for managing teams, integrations, and collaboration tools

Team Collaboration Features

Three jobs sit behind getting your organization working in Assignar Pay: give people access, bring in the records you already keep in Assignar Operations, and reach your crew on their phones. Do them in that order — the integration and SMS both depend on people being in the workspace first.

Team Management

Give people a login and decide what they can see, from Resources → Users on the Members tab.

  • Invite up to five people at a time by email and role
  • Choose between Owner, Admin, Manager, Member, Field, and Visitor
  • Change a role, renew an expired invitation, or remove someone who left
  • Tell workspace membership apart from the worker roles under Resources → Roles

Assignar Integration

Connect Assignar Operations so clients, projects, orders, timesheets, and workers flow into Pay.

  • Connect once from Settings → General → Assignar Integration
  • Leave Auto-sync from Assignar on to pull changes every 6 hours
  • Import anything else on demand with Import from Assignar on the page that holds it
  • Bring across form and docket templates

SMS

Text your crew and take their replies in a shared inbox.

  • Broadcast to saved groups or hand-picked individuals
  • Save reusable templates with per-recipient variables
  • Track delivery, credits, and top-ups from Billing
  • Collect SMS consent before you rely on any of it

Where this connects