Teams, Permissions and HRM
Guides for teams, members, access, staff records, subcontractor details and compliance documents.
Review the teams list
Use the Fencify teams list to review team workspaces, member counts, created dates, last activity and available team actions.
Create a team
Create a Fencify team workspace with a clear team name before inviting members and assigning permissions.
Update team details
Update the team name shown across Fencify team management and team member workflows.
Add a team member
Invite a Fencify team member with email, role, member type, profile details, HRM fields, compliance files and system access.
Set the team member access matrix
Use the Fencify team member access matrix to control read, create, update and delete permissions across supported operational modules.
Complete staff profile fields
Use staff profile fields in Fencify to record team member names, contact details, addresses, date of birth and profile information.
Complete subcontractor profile fields
Use subcontractor profile fields in Fencify to record contact details, member type, ABN, GST status, licences and access settings.
Record emergency contact details
Record emergency contact details for Fencify team members, including contact name, relationship and phone number.
Record employment details
Use Fencify employment fields to record team member position, employment type, dates, status, supervisor, pay frequency and rate details.
Record bank and superannuation details
Use Fencify team member HRM fields to record bank BSB, account number, account name, super fund, USI and member number.
Upload compliance documents
Upload and review Fencify team member compliance documents including white card, licence, WWCC, first aid, police check, trade licence and HR files.
Update a team member
Update a Fencify team member record, including access, team role, member type, personal profile, employment details, compliance documents and HR notes.
Remove a team member
Remove a Fencify team member from a team workspace and clear their delegated access to that team.
Understand restricted delegated navigation
Understand how Fencify delegated team access changes visible navigation, account options and available modules for team members.
Review financial visibility restrictions
Review how Fencify financial visibility restrictions affect delegated access to quotes, invoices, payments, project financials, labour rates and integrations.