Team and roles
Your team lives in Settings under Team and Access. From there you add staff, set each person's role, and control what they can reach. Owners and admins manage the full team; advisors and lead technicians get a narrower handoff so they can help bay staff sign in at the counter.
Add a team member
- Open Settings and go to Team and Access.
- Use the add affordance in the table to create a new member, then enter their name, email, and phone.
- Choose a role. For a technician, set a tech level (Apprentice, Qualified, or Senior).
- Save. The member is added to your roster and can sign in or be issued an access code.
Only owners and admins manage the team
Creating staff, changing roles, editing a sign-in email or phone, deactivating people, and changing permissions all require the team management permission, which owners and admins hold by default. You can delegate it to a non-owner who acts as a workshop manager.
The roles
Each person has one role. The role decides their default dashboard, what they can see, and what they can change.
- Owner runs the organisation: billing, modules, sites, team, and franchise settings. Owners can hand the owner role to another member.
- Admin manages the team, templates, the catalogue, suppliers, and settings. An admin can only assign roles below admin.
- Workshop Lead runs the floor at a site: bay scheduling, QC approval, repair order oversight, reporting, and work creation.
- Service Advisor owns the customer side: customer interaction, quoting, approvals, invoicing, and repair order creation.
- Technician works assigned jobs only: inspections, labour, and media capture.
- Detailer works the wash and detail queue and updates wash status with notes or photo evidence.
The lead technician override
A technician can be marked as a lead. A lead technician keeps the technician role but gains the workshop lead's effective access for dashboard tabs, the technician access handoff, job card approval, and front counter arrival processing. Their badge reads LEAD.
A denial always wins
If you explicitly deny a permission for a person, that denial overrides any role default or lead promotion. Use it when one member should not have something their role would normally grant.
Owners and admins on the floor
In smaller owner-operated shops, an owner or admin often does technician work or runs the floor. Two toggles handle this without a second account.
- Is Technician is off by default. Turn it on to give that owner or admin the My Jobs tab and let them self-assign unassigned job cards.
- Can Lead lets an owner or admin act as Today's Lead and cover lead review so work-complete flows do not stall.
Access for bay staff
Service advisors and lead technicians can issue a one-time access code so a technician or detailer can sign in on a shared device. This is an operational handoff, not team administration. It is scoped to active technicians and detailers at the user's site, and it cannot create staff, change roles, or edit a sign-in identity.
Sign someone out
The team page shows each member's active mobile devices. Owners and admins can revoke a session there, which is the deliberate tool for ending access on a lost or shared device.
Removing someone
Deleting a member from the team table is deprovisioning, not erasing history. The account is marked inactive, its permission overrides are removed, and active sessions are revoked, but the person's past jobs and activity stay intact. You cannot delete yourself, and you cannot remove or demote the last active owner.