The Team screen in the mobile app lets an Owner or Admin invite people, change a role, issue a clock-in PIN, send an invite again, and archive someone. It shows the same people as the web Staff directory.
To open it, tap the round thumb button at the bottom of the screen, then Team under Team.
Who can use it
Owners, Admins and Managers see the Team entry, but only Owners and Admins can use the screen. A Manager who opens it sees "Owner or Admin access needed."
The roster
The header counts your active people, or everyone when you tap Show archived (it changes to Hide archived). Each row shows a name, email and role. A small dot on the avatar means they were active in the last 15 minutes.
Two badges may appear: Archived, and PIN pending on a Technician who doesn't have a clock PIN yet. Tap a row for its actions.
Invite a teammate
- Tap Invite.
- Enter the Email, and a Name (optional) if you like.
- Pick a Role: Owner, Admin, Manager, Technician, Front Desk or Service Writer.
- Pick Mobile access: No mobile access, Installer, Sales or Full mobile. Picking a role fills in a sensible choice: Technician gets Installer, Front Desk and Service Writer get Sales, and Owner, Admin and Manager get Full mobile. You can change it before sending.
- Optionally enter an Hourly rate ($) and Commission (%).
- Tap Send invite.
The screen then says "Invite sent." If the email doesn't land, tap Share link to send the link yourself. It expires in 7 days. Mobile access matters because a person left at No mobile access sees almost nothing in the app. See Why your installer sees a different mobile menu.
Row actions
- Edit role changes the shop role. To change someone's mobile access later, use Settings, then Team on the web (see Mobile app access: install and set who gets in).
- Clock PIN manages their PIN for the clock-in kiosk.
- Reinvite sends another invite, with a Share link option.
- Remove asks you to confirm. The person no longer appears in the team list or the mobile app.
- Restore brings an archived person back.
Clock PINs
Tap Clock PIN on a row. If there's no PIN, the screen says they can't use the kiosk until one is generated. Tap Generate PIN. The PIN shows once, with a reminder to write it down or hand it over now. Generating again replaces the PIN right away, and Clear removes it. For how people clock in, see How to clock in and out.
Frequently asked questions
Q: Why does the Team screen say Owner or Admin access needed?
A: The Team entry shows for managers too, but only Owners and Admins can use the screen.
Q: Can I see a PIN again after I close it?
A: No. A PIN is shown once. Generate a new one if it's lost, and the old one stops working right away.
Q: The invite email didn't arrive. What do I do?
A: Tap Share link on the Invite sent screen, or tap Reinvite on the person's row, and send the link yourself. It expires in 7 days.
Q: Can I change someone's mobile access from the phone?
A: Not after they've joined. Edit role changes the shop role only. Set mobile access in Settings, then Team on the web.