Invite your service writers and technicians
Add your team to BayRobin, pick what each person can do, and add users when you need them.
Send an invitation
- Click your workspace name at the top of the sidebar and choose Settings, then Workspace Settings.
- On the Members tab, click Invite Member.
- Type one or more Email Addresses, separated by commas.
- Choose a Role for everyone you're inviting (see below).
- Click Send Invitations.
Each person gets an email with a link to accept and set a password. The link works for 1 day. If it runs out, invite them again.
Which role to pick
| Role | Good for | What they can do |
|---|---|---|
| Admin | Shop manager, lead service writer | Everything, including inviting and managing people. Only the owner can hand over the account. |
| Member | Service writers, technicians | Make and take calls, add and update customers and appointments. Can't delete things or manage the team. |
| Editor | Someone who helps with your website or marketing | View, create and edit, but not delete or manage people. |
| Viewer | A partner or bookkeeper who only needs to look | See things, but not change anything. |
To change someone's role later, or turn their access off, use the actions next to their name in the Workspace Members list.
Users
Each person on your team uses a seat. Starter includes 3 users, Pro 8 and Shop 20. If you're out of seats, the invitation isn't sent. To add seats:
- Click your profile picture (top right) and choose Manage Subscription.
- Under Team Seats, enter how many you need and click Buy Seats.
Once your techs have joined, each one should open Booking → Availability and save their hours, so they can be added to a team booking page. See Set your hours and let customers book online.