Team: inviting and removing people

The Team page has three tabs: Mechanics, Reception and Managers. Only the owner adds and changes managers.

Inviting

1. Open the right tab and click Add mechanic, Add receptionist or Add manager.
2. Enter the first name, last name and email address. Phone and the type of contract can go in now or later.
3. Leave Send an invitation now ticked. The person gets an email with a link to set a password.
4. Click Create.

Later you can send the invitation again (Send again) or cancel it (Cancel invitation) on the person's page. You can send invitations only after confirming your own email address.

Roles

One person can have several roles, say reception and mechanic. On the person's page, under Roles, tick the roles and click Save roles. The roles are described in Roles and permissions.

When someone leaves

On the person's page click Archive. They can no longer sign in and drop off the lists, but their history stays. Restore undoes it.

Tip The owner can hand the workshop to someone else with Transfer ownership on that person's page (owner only). The owner then becomes a manager.