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
- Go to Settings → Users
- Click Invite User
- Enter their email address
- Select their role
- 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:
| Role | What They Can Do |
|---|---|
| Owner | Everything. Full access to all settings, billing, and data. |
| Admin | Manage jobs, customers, invoices, team members. Can't change billing. |
| Technician | View and update assigned jobs. Add notes and time entries. Limited access to customer data. |
| Front Desk | Manage 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:
- Open a job
- Click Log Time
- Enter the duration and a note about what was done
- 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
- Go to Settings → Users
- Find the user
- Click Remove
- Confirm
They'll lose access immediately. Their historical job assignments and time entries are preserved.