Skip to main content

Setting up templaters

Org admins manage the templater roster and how work is given out.

Who can do this​

Organisation admins only.

Staff vs freelance​

  • Staff templaters — count as seats; the office assigns jobs; they use a restricted shop dashboard
  • Freelance templaters — do not use seats; they claim offers in the Templater portal and can work across shops

You can mix both types on the same roster.

Steps​

  1. Go to Settings → Templaters.
  2. Invite templaters by email and choose staff or freelance.
  3. For freelancers, configure tier settings — preferred templaters see offers first, then standard tier.
  4. Optionally open Settings → Field access to choose whether templaters can raise issues, upload photos, comment, submit forms, or edit their schedule on assigned jobs.
  5. Freelance templaters receive invites and use the Templater portal. Staff templaters sign in to the shop and only see jobs you assign.
Templaters settings
Screenshot: Settings → Templaters showing roster list, invite button, and tier configuration. (App route: /dashboard/settings/templaters)