Go to Team
In your dashboard sidebar, click Team (under Settings or the main nav).
Click Invite member
Enter their name, email address, and phone number.
Set their role
Owner: full access including billing. Admin: everything except billing. Agent: calls, bookings, customers. Technician: mobile app only, sees their assigned jobs, updates status, tracks GPS.
They receive an invite
The team member gets an email invite with a link to set up their account. Technicians also get instructions to download the mobile app.
Set their availability (technicians only)
After they join, go to their profile and set their working hours and the services they can perform. This lets the dispatch board auto-assign them correctly.
Frequently asked
Can I change someone's role later?
Yes. Team → click their name → Edit → change role → Save.
How do I remove a team member?
Team → click their name → Remove from team. Their access is revoked immediately.