Dashboard & teamNew
Team logins and roles
Give your office manager, staff and techs their own login with the right access for their job.
What it does
Invite your team by email and pick what each person can do: owner, manager, staff or view only. Every change is kept in a change log.
How it works on a call
- 1Go to Settings, then Team, and invite someone by email.
- 2Choose a role: manager, staff or viewer.
- 3They get a sign-in link and see only what their role allows.
- 4Changes to settings and the team are listed in the change log.
Who it's for
- Businesses with an office manager who handles calls
- Owners who want techs to see bookings but not billing
- Companies with more than one person checking the dashboard
Price and plan
Included in every plan at no extra cost. 14-day free trial.
Part of every plan. See pricing.
Team logins and roles: questions
Can staff see billing?
No. Only the owner sees billing and can buy or cancel add-ons.
What can staff do?
Staff see calls, bookings and customers, add notes and mark jobs done. They can't change settings.
Does Team logins and roles cost extra?
No. It is part of every plan. Plans start with a 14-day free trial, and we set everything up with you.
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See it work on your own phone line
14-day free trial. We set it all up for you.