> For the complete documentation index, see [llms.txt](https://docs.echevarrisports.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.echevarrisports.com/guia/en/crm-erp/equipo.md). # Team Everyone who works with us: who they are, what we owe them and what they can open. Tabs: **People**, **Pending**, **Pay**, **Access** and **Direction**. Only Direction and Financial Control see **Pending** and **Direction**. ## People The team list: coaches, office and management, and partners. Click a person to open their profile. ![Team › People](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-9ea0c99f150d16b0943626da1a05e52129b5fead%2Fteam.png?alt=media) **Add a person** adds someone new: name, what they do (coach, office or management, partner), phone, email and their colour in the calendar. ### A person's profile It has the **Profile**, **Schedule** (coaches only), **Pay** and **Access** tabs. **Profile** ![The profile: Profile](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-c3a8a9b1b2b11f3a55043e5ba079e534aa961483%2Fperson-profile.png?alt=media) * **Identity and contract**: personal details, DNI/NIE, category, start date, working time and the Drive folder. * **Pay conditions**: how they're paid (payroll or self-employed), contract hours a week, class hours included per month, the extra-hour price and special prices by area or group size. **Apply from** says from which month they apply. Direction sets them. * **Payslips**: their payslips as PDFs. The CRM reads each payslip and checks the NIF and salary match the profile. * **Documents**: the signed contract, amendments and other documents. * **Material**: clothing and equipment given (brand or model, serial number, value and date), and whether they still have it. * **Log**: accomplishments, mistakes and notes by date. Only Direction sees it. **Schedule**: their classes this week, what's closed this month, past sessions not closed yet and their days off (holiday, sick leave, day off). ![The profile: Schedule](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-30d13c3e66402adccf4badd23b244356c57c935e%2Fperson-schedule.png?alt=media) **Pay**: their pay month (see below). ![The profile: Pay](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-ee4913d8a0f15263eb8ed249ce9345f92e1f94d1%2Fperson-pay.png?alt=media) **Access**: whether they can open the coach app (`/coach`) and the CRM, with which role, and the **Finance** and **Reports** permissions. **Reset password** is sent from here too. ![The profile: Access](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-936b8c6f00760d6704582326c982e76786c5524d%2Fperson-access.png?alt=media) ## Pending Active profiles still missing something, and what. The number on the tab is how many are left. "Every profile is complete." means they're all done. ![Team › Pending](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-cc64cc653aeb12ac2874f62ad29254f3285833b3%2Fteam-pending.png?alt=media) ## Pay: the month's pay Pick the month at the top. For each person you see: * **Salary**: the fixed salary, paid in payroll. It says **Payroll pending** until the month's payslip is uploaded. * **Extra hours**: extra hours or class hours paid on top. It says **Draft** until Direction validates them. * **Estimated payroll**: the estimated total. It uses the payslips and invoices already uploaded and, where they're missing, the expected invoice, last month's or the contract. ![Team › Pay](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-20f16db6c62a08efc51f93921eac80657e281d12%2Fteam-pay.png?alt=media) Warnings you may see: * **Needs closing**: there are past classes not closed yet. They don't count for pay yet. * **Earlier extra hours still open: close them first**: an earlier month has to be closed first. * **Missing pay setup**: the person has no pay conditions. **Export payroll** downloads the month's payroll for the accountant. For the whole process, see [Close a coach's month](/guia/en/step-by-step/cerrar-mes-entrenador.md). ### Uploading payslips You can upload several PDFs at once from the team list: the CRM reads each payslip's NIF and month and files it under the right profile. If it can't read the NIF or the period, upload it from the person's profile. If there's already a payslip for that month, tick **Replace a month already there** to replace it. ## Access * **Invite user** invites someone to the CRM. Only Direction invites people or changes roles. * **What each role can do** sums up each role. * **Recent access changes** shows the latest access changes. ![Team › Access](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-44f3d8094679024ae66d3fc3a748522667ca7372%2Fteam-access.png?alt=media) ## Direction Direction's own profiles. They open with a shared password (**Direction password**), which isn't your login password. ![Team › Direction](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-93a5f5bda7b617004bbf3eb24f6b6a2c69b7df98%2Fteam-direction.png?alt=media) * The section stays open for 15 minutes and every opening is recorded. * **Lock now** closes it early. * Only Direction sets and changes the password (**Change the shared password**). Financial Control can only open the section. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. 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