Team Overview

FoxCLM supports two distinct models for bringing people onto your team: Staff and Collaborators. They solve different problems.

Staff vs. Collaborators

	Staff	Collaborators
Who they are	Workers, tutors, contractors you pay	Business partners, assistants, co-owners
Access level	Staff portal only (own schedule + payroll)	Full workspace access
Permission model	Fixed (view own assignments)	Per-resource: view / moderator / admin
Payroll	Yes - hourly, per-session, commission	No
Assigned to sessions	Yes	Not directly (but can manage sessions)
Workspace visibility	Limited (own schedule only)	Full (or limited by permission levels)
Login	Staff portal at separate URL	Normal login, switch workspace

Use Staff when you want to give workers access to their own schedule and payroll but nothing else. Use Collaborators when you want to share workspace management with a trusted partner or assistant.

The same person can be both - a collaborator who also has staff payroll.

Managing your team

The Team page (in the sidebar) has three tabs:

• Team - collaborators and staff list
• Availability Submissions - review staff weekly availability
• Event Requests - review staff-submitted cancel and reschedule requests

Common flows

"I want a co-founder to help run the business"

Invite them as a collaborator with admin permission on all resources. They'll see everything you see and can act on your behalf.

"I want to hire tutors who should only see their own classes"

Add them as staff. Configure their payroll rate. Send them a portal invite. They'll log in to the staff portal and see only their assigned sessions.

"I want an accountant who can view invoices but not edit clients"

Invite as a collaborator with admin on Invoices and view on Clients. Leave other resources off.

"I want staff who can also reschedule their own sessions"

Add them as staff and enable the Event Requests workflow. Staff submit a reschedule request; you approve it; FoxCLM notifies affected clients automatically.

Next steps

• Collaborators - invite collaborators and set permissions
• Staff Members - add staff and manage payroll rates
• Staff Portal - what staff see and do
• Payroll - calculate and pay out