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
- Projects and Timesheets — the records the integration brings across
- Roles and Permissions — what each workspace role can open

