Team management covers two things: defining what each role can do, and inviting people to fill those roles. Both are found under Settings → Team Management.
User Roles
Open Settings → Team Management → User Roles to manage your garage's roles.
Each role has:
- Name — a label for the role (e.g. "Senior Technician", "Service Advisor")
- Description — a short note explaining what the role is for
- Permission matrix — granular control over what users with this role can access
The permission matrix
Permissions are grouped by category — Jobcards, Customers, Vehicles, Team, and more. Within each category, you toggle individual permissions:
- View — can see records in this category
- Create — can create new records
- Edit — can modify existing records
- Delete — can remove records
This gives you fine-grained control. For example, you might create a "Workshop Foreman" role that can view and edit jobcards but cannot delete them or manage team members.
Creating a role
Open User Roles
Go to Settings → Team Management → User Roles.
Click Add Role
Click the Add Role button.
Configure permissions
Enter a name and description, then work through the permission matrix toggling access for each category.
Editing a role
Click any role in the list to open it. Update the name, description, or permissions and save your changes. The updated permissions apply immediately to all team members assigned to that role.
Changes affect all users on that role
When you edit a role's permissions, every team member with that role is affected immediately. Double-check your changes before saving.
Team Members
Open Settings → Team Management → Team Members to see everyone in your garage.
The team members table shows:
- Name — the team member's full name
- Email — the address they use to log in
- Role — their assigned role
- Status — whether they've accepted their invite or are still pending
Inviting a new member
Open Team Members
Go to Settings → Team Management → Team Members.
Click Invite
Click the Invite button.
Enter their details
Enter the new member's email address and select a role from the dropdown.
Send the invite
Click Send Invite. They'll receive an email with a link to set up their account and join your garage.
Billing impact
Adding another user will increase your bill by £10 per month. You'll see this cost confirmed before the invite is sent.
Access
Only managers and owners can manage roles and invite team members.