Invite Team Members
Everybody who uses BayWise is invited to your organisation with a role and access to one or more locations.
Who can do this: Location Managers, Org Admins and Account Owners.
Inviting somebody
Open Settings → Team
Choose to invite a member
Enter their work email
Choose their role
| Role | For |
|---|---|
| Org Admin | Operations across the business |
| Location Manager | The manager of a site |
| Service Advisor | Advisors and the front desk |
| Workshop Controller | The person running the floor |
| Read Only | Auditors and observers |
Choose their location access
One location, several, or all of them.
Send the invitation
They receive an email with a link. Accepting it joins them to your organisation with the role you chose.
Before you invite
Set up your bays, technicians and catalogue first. A team member who signs in on day one to an empty board forms an impression that takes months to shift.
Technicians: two different records
A technician in BayWise can exist in two ways, and they are not the same thing:
| What it is | Needed for | |
|---|---|---|
| A technician record | Somebody work is planned against | Scheduling — always required |
| A team member account | Somebody who signs in | Using the board themselves |
A technician who never touches a screen needs only the technician record. One who starts and completes their own work needs both.
Chasing an invitation
Invitations that have not been accepted are shown in the team screen. Resend one if it has been missed — checking spam is usually the first thing to suggest.
Changing somebody’s role
Roles can be changed at any time from the team screen. The change takes effect immediately.
Somebody leaving
Remove their access from the team screen. Their account can no longer sign in.
If they are also a technician, deactivate the technician record separately — that keeps every job they worked, which you need for reporting and for answering questions about past repairs.
Common questions
How many people can I invite? Free plans cap team members; paid plans do not.
Can somebody belong to two organisations? Yes — a consultant working with several workshops, for example. They choose which one they are working in.
They signed up separately instead of accepting the invitation. They have created their own unconnected organisation. Have them accept the invitation with the same email; the accidental organisation can be left.
Can I invite somebody to one location only? Yes. They will only see that location.
What email address should I use? A work address they will keep. Invitations, reminders and account notices go there.