Settings
Manage team permissions
Invite staff, choose the right access level, review permissions, and remove access when someone no longer needs it.
Team settings control who can sign in to your facility dashboard and what each person is allowed to do.
Use this guide when you need to invite a new teammate, adjust a staff member's permissions, review notification preferences, assign locations, or remove someone who should no longer have access.
Before you start
- Confirm the teammate's correct email address. The invite is sent to this address.
- Decide what work the teammate needs to do, such as cars, customers, events, billing, reports, or settings.
- Know whether the teammate should be an admin. Admins can access sensitive areas.
- If your facility has multiple locations, know which locations the teammate should see.
- Review Security settings before giving admin access.
Open Team settings
Go to Settings > Team.
The page title is Team. The table lists staff members and pending invites.
Invite a teammate
- Click the invite button
In Settings > Team, click the button used to invite a new user.
The exact button label may be Invite User, Invite Member, or similar depending on the current page layout.
- Enter the teammate's email address
Type the email address carefully. This is where the sign-in link is sent.
A typo means the teammate will not receive the invite.
- Choose admin access only if needed
Make the teammate an admin only if they truly need to manage sensitive setup areas, billing, team access, or other facility-wide settings.
For most staff, regular access with specific permissions is safer.
- Send the invite
Send the invite. The teammate receives an email link they can use to sign in and finish setup.
Expected result
The teammate appears in the Team table. If they have not accepted yet, they may appear as a pending invite.
Choose safe permissions
Permissions decide which parts of the app a teammate can use. Start with the access they need for their job. You can always add more later.
- Find the teammate in the table
On Settings > Team, find the teammate's row.
- Open Permissions
In the Permissions column, open the permissions control for that teammate.
- Turn on only the areas they need
Choose the areas the teammate should view or edit.
For example:
- Front desk staff may need customers, cars, schedule, and inbox.
- Billing staff may need payments and reports.
- Detail staff may need cars, events, and photos.
- Owners or general managers may need admin access.
- Save and confirm
Save the changes. Ask the teammate to refresh their dashboard if they are already signed in.
Expected result
The teammate can use the dashboard areas needed for their job and cannot access areas they should not use.
Review notification preferences
Notification preferences control which updates a teammate receives.
- Open notification preferences
In the Team table, find the Notifications column for the teammate.
- Choose useful alerts
Turn on notifications that help the teammate do their work.
Avoid sending every notification to every person. Too many alerts make important messages easier to miss.
- Save the preferences
Save the notification changes.
Assign locations, if your team uses multiple locations
If your facility has multiple locations, you may be able to choose which locations a teammate can access.
- Find Assigned Locations
In Settings > Team, look for the Assigned Locations column.
- Choose the correct locations
Select only the facilities, warehouses, or sites this teammate should work with.
- Save the assignment
Save the location assignment.
Remove access for someone who left
Remove dashboard access as soon as a teammate leaves your company or no longer needs the app.
- Find the teammate
Open Settings > Team and find the teammate's row.
- Use the Actions column
In the Actions column, choose the remove or access management option.
- Confirm the removal
Confirm only after you are sure the person should no longer sign in.
Permission examples
Owner or general manager: usually needs admin access, billing, reports, settings, team, customers, cars, and events.
Front desk or concierge: usually needs customers, cars, schedule, events, inbox, and customer portal support.
Billing team: usually needs payments, invoices, quotes, customers, products, and reports.
Technician, detailer, or lot staff: usually needs cars, events, sessions, photos, and parking information.
These are examples, not rules. Match access to the person's real job.
Troubleshooting
What to do next
After staff access is ready, ask admins and managers to review Security settings and add passkeys when possible.