Team & scheduling

The Team section is where you look after the people who run your restaurant. From one place you invite staff, decide what each person is allowed to do, and — on plans that include staff scheduling — build the weekly rota so everyone knows when they are working.

Before you begin

Open Team from the left sidebar. It brings together two capabilities: managing your team (available on plans that include team management) and planning shifts (available on plans that include staff scheduling). Viewing your team needs the permission to view team members; inviting people, changing roles, or removing them needs the matching team permissions; and building the rota needs the scheduling permissions. As the restaurant owner you have every permission by default — an employee sees each part only once you grant it.

What the Team section covers

Your team

Invite people, give each one a role that decides what they can do, and reset a password, reset two-factor sign-in, or remove someone when things change.

Planning shifts

On plans with staff scheduling, build a weekly rota, publish it to notify your staff, and let them see their shifts, set when they are free, and request time off.

What you see when you open Team

Because the two capabilities share one sidebar entry, what appears first depends on your plan and your role:

• If your plan includes staff scheduling, Team opens on the shift schedule — the weekly Schedule grid if you manage the rota, or your personal My Shifts view if you do not. A Manage team button takes you across to the member list.
• If your plan includes team management only, Team opens straight on the Team Members list.

Your team

The Team Members list shows everyone in your restaurant as a card with their name, email, a status badge, and their role:

• active — they have joined and can sign in.
• pending — an invitation is out but not yet accepted.
• suspended — their access has been paused.

Each team member shows a status, their role, and a menu of actions.

Add a member

1. Open Team in the sidebar and click Add Member.
2. Fill in First Name, Last Name, and Email Address.
3. Choose a Role from the dropdown — each option shows a short note about the access it grants.
4. Decide how they get in. Tick Invite by email to send an invitation link they use to set their own password, or leave it unticked to have a temporary password created and shown to you once, so you can copy it and share it securely.
5. Click Add Member.

Adding a member: name, email, a role, and how they receive their login.

Change a role or manage a member

Each member’s card carries their controls. Pick a different Role from the dropdown to change what someone can do — it takes effect straight away. For more, open the … menu on their card to Reset password, Reset 2FA, or Remove from team.

Note

You cannot change your own role from the list, and the owner’s role cannot be changed by anyone — this keeps a restaurant from accidentally locking itself out.

Roles & permissions

Every person has a role — a preset bundle of permissions, where a permission is one specific action such as taking a booking or editing the menu. Eighty-Six comes with Owner, Manager, and Employee roles: the owner does everything, a manager runs day-to-day operations, and an employee gets a focused, front-of-house set of tools. You choose a whole role per person rather than ticking individual permissions.

Roles, permissions & plansHow your plan and your role decide what you can see and do, what each role includes, and how to manage the team in detail.

Planning shifts

On plans that include staff scheduling, the same Team section becomes your rota.

If you manage the schedule, you get the weekly Schedule grid. Click a day under a position to add a shift, choose to group the week by position or by employee, Copy previous week to reuse last week’s plan, and Publish week to make the shifts live and email everyone affected. From the toolbar you can also open Positions (the roles you schedule for, each with a colour and an optional default hourly rate), review Time off requests, set Coverage targets (how many staff you need per position in each service period), and open the Timesheet for scheduled versus actual hours and labour cost.

The weekly Schedule grid, where managers build and publish the rota.

If you are a member of staff, Team opens your own My Shifts view with three tabs:

• Shifts — your upcoming published shifts, where you can clock in and out.
• Availability — the days and times you can (or cannot) work.
• Time Off — request time off and see the status of your requests.

Tip

Set your Positions before you build the rota — a shift is always attached to a position, so you need at least one before the grid lets you schedule anyone.

Related

• Roles, permissions & plans
• Core concepts & glossary
• Service periods
• Switching restaurants