Adding Team Members

User Roles

WashConsole has six roles. They are cumulative, each role can do

everything the roles under it can do, plus its own additions.

Owner

• Everything a Manager can do, plus billing and subscription management
• The only role that can grant the Manager role

Manager

• Full operational access across every site in the account
• Can add/edit/delete items, including deleting inventory items
• Sees AI Coach, analytics, and labor cost
• Approves time corrections and work orders, and manages the team

Site Lead

• Manager-level authority, but only at the sites they are assigned to
• Still an hourly, scheduled worker: appears on the schedule and clocks in/out
• Does not see pay rates or labor cost

Technician

• Everything an Employee can do, plus:
• Edit, assign, and manage work orders; update equipment status
• Log gauge readings, run inventory cycle counts, import/export inventory CSV
• Cannot delete items, manage the team, or approve time

Employee

• Clock in/out with GPS
• View and complete tasks, view their schedule
• Create complaints and report work orders
• Add inventory items and update stock at their assigned site

Associate

• Shift-only: clock in/out, their own schedule, time off and shift swaps
• Complete assigned tasks and inspections, log gauge readings, chat, training, the SDS library
• Cannot open work orders, complaints, equipment, inventory, chemicals, the directory or the feed

A note on inventory: adding an inventory item is available to every role

except Associate, Employee included. Deleting one is reserved for Site Lead, Manager, and Owner.

Adding a Team Member

1. Go to Directory in the sidebar
2. Select the People tab and click Add Team Member
3. Fill in:

- Name: Their display name

- Email: Must be unique

- Role: Owner, Manager, Site Lead, Technician, Employee, or Associate

- Location: Which site they work at

1. Click Add

What Happens Next

1. They receive an email with login instructions
2. They click the link to set their password
3. They can immediately log in and work

Editing Team Members

Click on any team member to:

• Change their role
• Reassign to a different location
• Update contact info
• Remove them (they lose access immediately)

Tip

Start with one Manager per location. Add Technicians for maintenance staff. Use Employee for everyone else, and Associate for shift-only staff who only need to clock in, see their own schedule and time off, and do their tasks, inspections and training.