👋 Welcome to 7shifts!

We're thrilled to have you on board! This Getting Started guide is specifically designed for Admins (the Account owner) and will lead you through every step of using 7shifts to manage your team and optimize your operations. As an Admin, you have access to higher-level tasks, such as adding staff, adjusting permissions, general account setup and access to advance feature settings.

This is your roadmap for setting up your Account. In this article, we'll cover the basics and provide you with the resources needed to effectively use 7shifts as your team management platform.

Things to Know

Before getting started, here are a few things you should know:

• 7shifts offers a 14-day trial, for which you can access all 7shifts features. All accounts start on the Works plan, no credit card is required to get started.
  
  
• When you create a 7shifts Account, you agree to comply with our Terms of Service and Privacy Policy.
  
  

• Here’s a quick summary of the key differences between user levels and what you can expect (please note, each restaurant may manage operations differently):
  

  As an Admin, you have full control over the configuring, enabling, and overseeing features at an account-wide level. This includes access control, integrations, and compliance. Admins are the point of contact for any major account changes or issues that require advanced support.
  
  Managers/Assistant Managers focus more on using the tools configured by the Admin to manage daily operations, working closely with staff, and ensuring the use of tasks and policies set by Admins.
  
  

• We provide a variety of online resources to help you navigate our features. Explore our product guides to learn how something works or to troubleshoot any issues you encounter.

Your Setup Roadmap

Here's an overview of the steps you'll be taking to launch your Account: 

1. Setting Up Your 7shifts Account

   Start here to set up your 7shifts Account. We'll walk you through the initial setup process, including configuring your account settings and setting up locations. This section ensures you're ready to start using 7shifts from day one.
   
   

2. Adding Your Staff

   Learn how to add your team members to 7shifts. This section covers everything from inviting staff, setting their roles, and managing permissions to ensuring everyone is correctly set up to receive schedules and updates.
   
   

3. Scheduling and Communication

   Discover the powerful scheduling and communication features 7shifts offers. This section provides instructions on creating schedules, managing shift changes, and utilizing communication tools to keep your team informed and engaged.
   
   

4. Time Clocking 

   Explore setting up and managing time-clocking entries to allow for accurate tracking of your team's labor hours.
   
   

5. Next Steps for Admins

   Access resources for training and ongoing support. Whether you're looking for tutorials, or troubleshooting tips, or need to contact our renowned Support team, we have you covered. We are here to ensure you and your team have everything you need to succeed with 7shifts.