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2. Add and Manage Team Members in Yeti 4.0

This article explains how to add new team members, assign user roles and service qualifications, manage pending invitations, and update member profiles in Yeti 4.0.

Overview

Managing your internal team in Yeti 4.0 allows you to control system access permissions, assign service qualifications for routing, and track hourly pay rates for accurate labor costing and timesheets.

User Roles & Access Levels

When adding or editing a team member, choose from the following roles based on their responsibilities:

  • Admin: Has full access to all features, data, and settings across the account.
  • Accountant: Has full access to the account and financial reporting, excluding the Settings page.
  • Staff: Has general portal access but cannot view financial reports or access settings.
  • Supervisor: Has access to the Dispatch page and can add users with lower permission levels.
  • Operator: Restricted exclusively to mobile app access for performing field routes.
  • Client: View-only access for client contacts.
  • Crew Member: Has no direct portal or mobile app login access, but can be added to shifts by other mobile app users.
Step-by-Step Instructions

Step 1: Access Team Management

  1. Log in to your Yeti 4.0 account.
  2. From the left navigation menu, expand Team Management.
  3. Click Team.

Step 2: Add a New Team Member (Detailed Profile)

  1. On the Members tab, click the + Add member button on the top right.
  2. Identity:
    • Upload a profile photo (JPG, PNG, or WebP, up to 4 MB).
    • Enter the member's First name, Last name, and Email address.
  3. Contact & Address: (Optional) Enter their phone number, timezone, country, street address, city, state/province, and ZIP/postal code.
  4. Employment & Role:
    • Role: Select the appropriate access role from the dropdown menu.
    • Employee ID: (Optional) Enter an internal employee tracking number.
    • Hourly Pay: (Optional) Enter their hourly wage rate for timesheet calculations.
    • Internal Notes: (Optional) Add private notes only visible to managers.
  5. Services Qualified to Perform: Check the services this team member is qualified to perform (e.g., Plow, Mowing, Salt, Shovel).

    Note: Service qualifications are used by Yeti to match operators to eligible routes.

  6. Click Add Member at the bottom. An automated email will be sent inviting them to set their password.

Step 3: Quick Invite by Email

  1. Click the Invitations tab at the top of the Team page.
  2. Under Invite by email, enter one or more email addresses separated by commas or line breaks.
  3. Select the default Role to assign to these invitees.
  4. Click Send Invitations.

    Note: Pending invitations can be tracked and managed at the bottom of the Invitations tab.

Step 4: Edit, Suspend, or Remove Team Members

From the Members directory table, use the Actions column to manage active accounts:

  • Edit: Click Edit to modify personal details, roles, pay rates, or service qualifications.
  • Suspend: Click Suspend to temporarily disable account access without deleting historical records.
  • Remove: Click Remove to permanently delete a user account from your organization.