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Every person on your team has a role that determines what they can see and do in the CRM. Getting permissions right before your team starts using the system prevents confusion and keeps sensitive data where it belongs.

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Roles

Four built-in roles cover the needs of most detailing businesses: Roles are a starting point. The permission matrix (described below) lets you fine-tune exactly what each role can do.

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Inviting a team member

1

Open Staff & Shifts settings

Go to Settings → Staff & Shifts and click the Staff tab.
2

Click Invite and enter their details

Enter the team member’s name, email address, phone number (optional), role, and choose a calendar color. The color is how their orders and shifts appear on the shared calendar — pick something distinctive for each person.
3

Send the invitation

An invitation email goes to the address you entered. When they accept and log in, their account is connected to your workspace with the role you assigned.
4

Confirm access is correct

After they join, verify they can see what they need and nothing more. Open Settings → Staff & Shifts → Permissions and review the permission matrix if anything needs adjusting.
The number of staff accounts you can have is determined by your subscription plan. If you hit the limit, upgrade your plan from Settings → Account before adding more team members.

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The permission matrix

The permission matrix gives you granular control over what each role can do. For every feature area, you can allow or deny view, create, edit, and delete actions per role.

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Operational features

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Dashboard sections

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Calendar permissions

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Settings access

Start with the most restrictive role that still lets someone do their job. It’s much easier to grant additional access than to explain why someone could see financial data they shouldn’t have.

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Managing shifts

Shifts define when a team member is working. They drive the Team Load view on the dashboard and the availability calculations on the booking page.

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Creating a shift

Go to Settings → Staff & Shifts → Shifts tab. Click Add Shift, select the staff member, set the start and end time, and save. You can also create shifts directly from the calendar by clicking an open time slot.

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Who can manage whose shifts

  • Staff members can always create and edit their own shifts
  • Managing other people’s shifts requires the Shift management permission
  • Owners and admins can manage all shifts by default

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Staff colors

Each staff member has a color assigned when they’re created. This color appears on:
  • Their order events on the calendar
  • Their shift blocks on the calendar
  • The Team Load panel on the dashboard
Use colors that are distinct enough to tell apart at a glance — especially important on busy calendar days with multiple technicians scheduled.

Calendar

See how shifts and orders appear on the team calendar.

Dashboard

Team load and My Day are driven by staff assignments and shift data.