> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cleanscan.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing your Service Team 

> Learn how to add workers, assign them to client facilities, set roles, and manage availability so the right people get the right issues.

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.

## 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 |

<Note>
  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.
</Note>

## Adding a team member

Adding someone to your team requires only their name and phone number. CleanScan handles the rest.

<Steps>
  <Step title="Open the Team tab">
    From your contractor dashboard, navigate to **Team** and click **Add Member**.
  </Step>

  <Step title="Enter name, phone number, and role">
    Provide the worker's full name, their mobile phone number, and select their role (member, lead, or supervisor).
  </Step>

  <Step title="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.
  </Step>

  <Step title="Session persists for 30 days">
    Once logged in, the worker's session lasts 30 days before re-authentication is required. For most workers, this means logging in once and never being prompted again during normal operations.
  </Step>
</Steps>

## 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)

This means you manage your people in one place. You do not need to reconfigure individual workers each time you add a client.

## 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.) |

Availability status is visible in your Team tab and helps with scheduling decisions. It does not automatically affect issue routing — issues still appear in the worker's queue regardless of status — but it gives supervisors and managers visibility into who is actually on the floor.

## 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.

<Warning>
  Deactivating a worker removes their access to all facilities immediately. There is no grace period. If you intend to temporarily reduce their workload rather than remove access, use the availability status instead.
</Warning>

## 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

Workers do not see your contractor dashboard, your other facilities, or any data outside their assigned zones. Their experience is intentionally minimal — scan, document, resolve, move on.

<CardGroup cols={2}>
  <Card title="Dashboard overview" icon="layout-dashboard" href="/contractors/dashboard-overview">
    Tour every section of your contractor dashboard including the Team tab.
  </Card>

  <Card title="Cleaning documentation" icon="camera" href="/contractors/cleaning-documentation">
    How porters use the app to document routine and deep cleans.
  </Card>

  <Card title="Managing facilities" icon="building" href="/contractors/managing-facilities">
    Configure zone scope and set which workers cover which sites.
  </Card>

  <Card title="Mobile app overview" icon="smartphone" href="/mobile/overview">
    What your team sees when they open the CleanScan PWA.
  </Card>
</CardGroup>
