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Team management
Team management
Roles, permissions, skills, and time tracking.
6 articles
Users
5 / 5
Managing user profiles
Name, email, photo, default schedule, skills.
Assigning skills to a tech
Tag techs by skill so dispatch knows who can take which job.
Logging hours for jobs and shifts
Manual time entries vs the auto time clock — when to use which.
Disabling a team member
Revoke access cleanly when someone leaves the company.
Resetting a team member's password
Admin-initiated reset for techs who lost the email.
Permissions & roles
1 / 1
Customizing team roles and permissions
Owner, admin, staff, field tech — what each can see and do.