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Set Up Teammate Portal And Pay Your Team

Invite your team to the teammate portal so you can track task progress in real time and pay teammates for completed task jobs.

Written by Pierre-Camille Hamana
Updated this week

The teammate portal lets your on-the-ground teammates manage their assigned task jobs while you track progress in real time from Hospitable. After you invite a teammate to the portal, they can accept or reject tasks, update task status as they work, and upload photos—and you’ll see those updates on the task. You’ll also be able to pay out your teammates for their work, and they’ll be able to see their payouts in the portal.

Teammate payouts are currently only available in the US.

This will be expanded to all hosts that can use Direct Premium.

What the teammate portal is

The teammate portal is where your teammates go to manage the tasks you assign them. You can see an overview of what your teammates can do in the teammate portal here.

Quick note: The Teammate Portal is for your teammates - it's where they view and manage the tasks you assign them. As the host, you manage tasks from the Tasks section in your Hospitable dashboard (Operations > Task Calendar). Your teammates don't need access to your dashboard; the Portal gives them everything they need.

Invite a teammate to the teammate portal

To give a teammate access to the portal, send them an invite from their teammate details page.

  1. Go to Operations > Teammates

  2. Open the teammate details page for the teammate you want to invite

  3. Click Send invite to teammate portal

Once invited, your teammate will be able to access the portal to manage their assigned task jobs.

What teammates do in the portal

After they’re invited, teammates use the portal to keep tasks that you've assigned them moving forward. They can:

  • Accept or reject a task.

  • See all upcoming tasks.

  • Update the task status as they work.

  • Message you with any questions or updates about the task.

  • Upload photos and videos for the task.

  • Report any issues to you.

  • Complete the task job when finished.

  • Add a payout method to receive payments from you for a task.

Track task progress in real time

You can track a teammate’s progress as they’re updating their status in the Teammate portal directly from the task itself.

Once you click on a task in the task calendar, you can see:

  • Whether a task has been accepted or rejected

  • The task status updates in real time, including when a teammate is:

    • On their way

    • Arrived

    • Started

  • Any photos the teammate uploads via the portal

    • We’ll let you know if any photos were taken more than 12 hours prior to the task upload time or after the task is complete, to flag that they may not be reflective of the current condition

  • Any issues reported by the teammate (Note: you will also receive a notification for any reported issues so you’ll be alerted immediately)

  • Checklist items that are marked as complete by your teammate

    • If you've added an ad-hoc checklist item that's different from your usually checklist for that task, we'll automatically flag that as a Unique Item for your teammate so they're made aware of the request.

  • When the task job is complete

    • You’ll also receive an email notification when a task job is marked as complete so you can review the checklist completion and any photos submitted.

Communicate with your teammate

Your teammates can message you from the Teammate portal. To view messages from your teammate or reply to them:

Click it - your teammate will receive an email with a link to access the Teammate Portal.

Option 1 - From the Task calendar:

  1. Go to Operations > Task Calendar

  2. Click on the relevant task

  3. Scroll to the Messages section

Option 2 - From the reservation inbox:

  1. Open the Inbox conversation for the related reservation

  2. Teammate messages will appear in the conversation thread

Note: If your teammates reply to automated SMS or email notifications directly (rather than through the Portal), those replies are not captured in Hospitable. To make sure all messages are visible to you, ask your teammates to use the Teammate Portal for communication.

Pay your teammate for a task job

Paying your teammate includes two parts:

  1. Linking a bank account in Hospitable

  2. Setting up a payment for a specific task job from the task calendar

Link your bank account

Before you can pay teammates, you’ll need to have a bank account set up in Hospitable. You can learn how to do that here: https://help.hospitable.com/en/articles/12981166-setting-up-a-bank-account.

Once you have a bank account set up, you can head to Settings > Payments & Payouts > Marketplace to set the Payment Method for paying your teammates.

We automatically top up the prepaid balance 5 days before a task’s start date once a bank account is linked. You can also add prepaid funds manually by clicking the and selecting Add funds.

Set up a payment for a teammate from the task

After your payment method is set up:

  1. Go to the task in the task calendar

  2. In the task, under Payment, click Set up a payment for your teammate

  3. Enter the price for the payment

    • A 1.5% service fee applies, capped at $5

  4. Click Confirm price

You can also automate cleaning task payments by creating a new cleaning task rule and setting the payment amount on the Payments page of the rule set up. Every new cleaning task generated from that rule will use that price by default.

Make sure your teammate sets up their bank account in the portal

Your teammate also needs to set up their bank account so they can receive payouts.

Ask your teammate to:

  1. Sign in to the teammate portal

  2. Go to Earnings

  3. Set up their bank account

If you try to pay a teammate who hasn’t finished payout setup yet, here’s what happens:

  • They have a balance account, but haven’t completed identity verification (KYC): we won’t pay out until they verify their identity. We’ll notify the teammate at that point.

  • They haven’t added a payout method (bank account): we’ll notify the teammate to add a payout method, and we’ll retry sending the payment.

Approve or dispute the payment after the task is complete

Once the task job is marked complete, you can:

  • Approve the payment, or

  • Dispute the payment

If you don’t approve or dispute, the payment auto-approves after 24 hours.


Troubleshooting

I can't find the "send invite" button

Make sure you're on the teammate details page (Operations > Teammates > click the teammate's name). The invite button should appear there. If it doesn't, check whether any prerequisites are missing (see "Before you invite a teammate" above).

My teammate didn't receive the invite email

Steps your teammate can try:

  • Check their spam / junk folder

  • Make sure that the email @hospitable.com is not blocked on their email settings

What you (the host) can try:

Make sure the email address on the teammate profile is correct. This is under Operations > Teammates.

If they're still not receiving any emails from Hospitable, their email address may be on a suppression list. See more information here: Email Suppression

I want to pay my team but don't see the payment option

Teammate payouts are currently US-only. If you're outside the United States, this option won't appear in your account.


Also, make sure you've completed Step 2 (Secondary User account). The Portal invite option only appears after a Secondary User account has been created and linked.

My teammate replied to a notification but I can't see their message

Replies to automated SMS or email notifications aren't captured in Hospitable. Ask your teammate to send messages through the Teammate Portal instead.

Teammate's invite link opens a blank page


Steps your teammate can try:

  • Try opening the link in a different browser

  • Clear browser cache and cookies, then try again

  • If on mobile, try opening the link on a desktop/laptop computer

Which plan do I need for the Teammate Portal?

The teammate portal is included on all Hospitable plans.

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