Team, roles and tasks

Invite team members

Go to Settings → Team to invite teachers, costume managers and administrators. Enter the person's email address and assign an appropriate role. Pending invitations remain visible until they are accepted or withdrawn.

Use roles to protect your data

Open Settings → Roles to control what each role may view or change. Give people only the access they need for their work.

• View: see information without changing it.

• Edit: add or update records.

• Approve: process reservation requests.

• Manage: administer team, settings or billing where permitted.

Review roles whenever responsibilities change or a team member leaves the club.

Plan work with Tasks

The Tasks page is a shared planning board. New clubs automatically receive three columns: Todo, In progress and Done, so the Add task button works immediately.

Create a useful task

• Add a short, action-oriented title and optional description.

• Assign the task to a team member.

• Set a deadline and priority.

• Link the task to a costume, performance, class or reservation when relevant.

Board and list view

Use Board view for planning by status and List view for scanning deadlines or assignees. Filters help you focus on overdue work, a specific person or a particular workflow.

Recommended setup

Start with a small number of roles: administrator, costume manager and viewer/teacher. Test each role before inviting a large team, and keep at least two trusted administrators for continuity.