For admins
Set up your team
Set up your organisation once: choose how the team pays, then connect Xero. After that, sign in with Xero to add people and match them to their Xero users.
For staff using the app
Joining your team?
You don't need to do anything on this page. Everything happens in the Punchcard app on your Mac:
- Open Punchcard.
- Choose Joining your team? Use your invite code.
- Enter the code your admin sent you, or sign in with Xero.
Don't have the app yet? Get Punchcard.
Security
Your Xero stays yours.
Team mode exists so you don't have to give staff more access to Xero just so they can log time. Here's exactly what it can and can't do.
What your staff can do
- See the names of your in-progress projects, their clients and tasks, so they can pick where their time goes.
- Add, change and remove their own time entries. Every entry is filed under their own Xero user.
What they can't
- Sign in to your Xero, or see invoices, sales, contacts, bank accounts, payroll or reports.
- See or change anyone else's time. The service checks with Xero who owns an entry before any change.
What Punchcard keeps
- Your organisation's Xero connection, encrypted. It has Projects access only, so it can't read invoices, contacts or bank accounts either.
- Who's on the team: names, emails, and which Xero user each person files time as.
Passes through, never stored
- Time entries. Each one goes straight to Xero; the copy lives in Xero and on the person's Mac, not with us.
- Project and task names, fetched from Xero when someone needs them.
You stay in control
- Admins sign in with Xero. There are no Punchcard passwords to leak.
- Remove someone and they're signed out straight away.
- Delete the team and Punchcard disconnects from Xero and deletes everything it holds for you. You can also disconnect it from Xero yourself at any time, under Settings → Connected apps.
- Activity tracking in Punchcard Pro stays on each person's Mac. It never comes to this service.
The details are in our privacy policy.