Skip to content

Add team members, assign roles, and manage permissions.

Team Management

If you've got a team, TechsBox lets you add them to your shop with appropriate roles and permissions.

Adding Team Members

  1. Go to Settings → Users
  2. Click Invite User
  3. Enter their email address
  4. Select their role
  5. Click Send Invite

They'll receive an email with a link to join your shop.

Roles & Permissions

TechsBox has built-in roles to control what each team member can see and do:

RoleWhat They Can Do
OwnerEverything. Full access to all settings, billing, and data.
AdminManage jobs, customers, invoices, team members. Can't change billing.
TechnicianView and update assigned jobs. Add notes and time entries. Limited access to customer data.
Front DeskManage customers, create jobs, handle scheduling. Can't access settings or billing.
ℹ️

Every shop has one Owner. The Owner role cannot be reassigned without contacting support.

Technician Profiles

Each technician has a profile page showing:

  • Assigned Jobs — their current workload
  • Time Logged — hours tracked on repairs
  • Completed Jobs — their repair history

View all technicians from the Techs page in the sidebar.

Time Tracking

Technicians can log time directly on jobs:

  1. Open a job
  2. Click Log Time
  3. Enter the duration and a note about what was done
  4. Click Save

Time entries appear on the job detail page and in reports. Useful for tracking labor costs and technician productivity.

Removing a Team Member

  1. Go to Settings → Users
  2. Find the user
  3. Click Remove
  4. Confirm

They'll lose access immediately. Their historical job assignments and time entries are preserved.