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Staff and roles

Add your team and control exactly what each person can see and do.

  • For owners
  • 4 min read
  • Video walkthrough

Add someone

  1. 1Go to Staff and tap Add someone.
  2. 2Enter their name and email, and pick a role.
  3. 3They get an email to set their own password.
The staff page listing team members and their roles
System → Staff.

The four roles

Owner
Everything, including settings, staff, billing and margins. Can't be locked out.
Manager
Runs the shop day to day: every RO, pricing, staff. Not billing or roles.
Service Advisor
Customers, estimates, approvals, scheduling and parts.
Technician
Only their assigned cars. Inspections, jobs, clock and notes. No prices or customer contact details.
The roles page describing what the owner role reaches
Roles are checked on every request, not just hidden on screen.
← PreviousBook an appointmentNext →Time clock and timesheets