Workspace table
Users
The Users table stores every person in the account. Workers, admins, schedulers, payroll, clients, and facility users are all user records; access groups decide what each of them can see and do.
Illustrative example
From users to a useful workspace
- 01
Start with a table
Users
- 02
Build a workspace
Employee Overview
- 03
Focus the view
Active
A suggested way to organize your information. This diagram is not a product screen.
What belongs in this table
- 1Workers who claim shifts, clock in, and complete tasks from mobile.
- 2Admins, schedulers, and payroll staff who run daily operations.
- 3Client and facility users with scoped access to their own records.
- 4Deactivated people kept for history, audit, and rehire workflows.
Fields to understand
Your account may use different field names and permissions. Use these examples to understand what each field contributes.
- Name and contact
- Full name, phone, email, and preferred language.
- Classification
- Full time, part time, student, or contractor status.
- Job roles
- Link to Job Roles the person is qualified to work.
- Eligible locations
- Links to the sites or clients the person can work at, including Do Not Return restrictions.
- Access group
- The permission set that controls product visibility and actions.
- Rollups
- Computed counts such as late shifts, no shows, points, or completed tasks.
Ideas for your team
List
Employee Overview
The core directory the team scans every day.
List
Division or state overviews
One page per division, region, or entity when teams are split.
List
Points Tracker
Attendance points from rollups, sorted by risk.
List
Onboarding
New hires by stage: in progress, blocked, completed.
Example tabs
- Active
- Onboarding
- Needs attention
- Deactivated