Your team roster lives in your contractor organization. Workers you add here are your employees and contractors — CleanScan does not require facility managers to manage your people directly. When you have an active service relationship with a facility, your workers automatically gain scoped access to that facility’s zones.Documentation Index
Fetch the complete documentation index at: https://docs.cleanscan.io/llms.txt
Use this file to discover all available pages before exploring further.
Roles
Every team member has one of three roles:| Role | Who it fits | What they can do |
|---|---|---|
| Member | Porters and cleaners | Resolve issues in assigned zones, log cleans, document cleaning work |
| Lead | Senior cleaners, team leads | Same as member — use this role to distinguish seniority in your roster |
| Supervisor | Site supervisors | All member capabilities plus zone audits — pass/fail quality assessments with photos and notes |
Supervisors are the only role that can perform zone audits. If you need someone to run structured quality checks across a site, assign them the supervisor role.
Adding a team member
Adding someone to your team requires only their name and phone number. CleanScan handles the rest.Enter name, phone number, and role
Provide the worker’s full name, their mobile phone number, and select their role (member, lead, or supervisor).
Worker receives an SMS
CleanScan sends an SMS to the phone number with instructions to log in via one-time password (OTP). The worker opens the link, enters their phone number, receives a code, and they are in.
How team access works
Workers belong to your contractor organization, not to any individual facility. Access to specific facilities flows from your service relationships:- When you have an active service relationship with a facility, all workers on your team gain access to the zones within your relationship’s scope
- Workers only see issues in zones assigned to your team — they cannot see issues outside your contractor scope
- If you add a new facility to your dashboard, your existing workers gain access to it automatically (within the new relationship’s zone scope)
Availability status
Each team member has an availability status that you and they can update:| Status | Meaning |
|---|---|
| Available | Ready to receive and act on issues |
| Busy | On a task; may not respond immediately |
| Off duty | Not working this shift |
| Unavailable | Not reachable (out sick, on leave, etc.) |
Multi-facility workers
A worker can serve multiple client facilities. When they log into the CleanScan mobile app, they see a facility picker if they are active at more than one site. Switching facilities changes their operational context — they see the zones, issues, and cleaning activity for the selected facility — without logging out or re-authenticating. This is common for workers who split shifts across sites or for supervisors who float between locations.Removing a worker
To remove someone from your team, deactivate them in the Team tab. Deactivation is immediate: the worker loses access to all facilities across all your service relationships the moment you confirm. Their historical activity records are preserved — past resolutions, cleaning logs, and proof photos remain attached to their name in the audit trail.What workers see in the app
Your workers use the CleanScan mobile web app (PWA) — it works in any mobile browser with no app store download required. After logging in, workers see:- My Issues — open issues in their assigned zones that have been routed to your team
- Scan — a QR or NFC scan interface to bring up a zone, log a clean, or resolve an issue
- Activity — their recent resolutions and cleaning logs
Dashboard overview
Tour every section of your contractor dashboard including the Team tab.
Cleaning documentation
How porters use the app to document routine and deep cleans.
Managing facilities
Configure zone scope and set which workers cover which sites.
Mobile app overview
What your team sees when they open the CleanScan PWA.