Team Management 4 min read

Adding Team Members

Invite employees and managers. Assign roles and locations. They get an email to set up their login.

User Roles

WashConsole has three roles:

Manager

  • Full access to everything
  • Can add/edit/delete items
  • Sees AI Coach and analytics
  • Approves time corrections and work orders

Technician

  • Can create and complete work orders
  • Access to equipment features
  • Can clock in/out and view schedule
  • Cannot delete items or manage team

Employee

  • Clock in/out with GPS
  • View and complete tasks
  • View their schedule
  • Create complaints and update inventory

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 — Manager, Technician, or Employee

- 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.