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Invite your team in Service VIN: set access

Add your crew to the roster, invite them to log in, and understand what managers vs. techs can see.

Getting started6 in this section

The short answer

How do I invite my team to Service VIN?

Add the person to the roster, then send the invite from their row. They get an email with a link that creates their own login, so nobody shares a password. The level you pick decides what they open: managers reach the money screens and settings, technicians reach My Work and the jobs assigned to them.

Related feature

team management for auto shops is the page about what this article sets up.

The Team page is your roster: who works here, their skills, hours, load and pay. A roster entry doesn't need a login — add everyone so scheduling knows your capacity, then invite only the people who should sign in.

  1. 1

    Add the person

    Team → Add member. Skills and working hours matter: the AI Scheduler and booking availability both respect them.

  2. 2

    Open the Access tab

    On their member page, choose Invite to log in and pick a role — Manager for the office, Tech for the bench.

  3. 3

    They accept

    The invite email lands them on a set-your-password page, and then on My Work. If invite emails aren't configured yet, the Access tab shows a copyable sign-in link you can text them instead — nothing is blocked.

What each role sees

AreaManagerTech
My Work, Calendar, Workflow, Documents, Help✓✓
Dashboard, Inbox, Leads, Quotes, Invoices, Customers✓—
Services, Team, Inventory, Market, AI, Reports, Settings✓—
Ask Dash (answers about the shop)✓✓ (read-only — no settings changes)

Troubleshooting

A team member logs in and sees “Ask your shop owner to add you”.

Why: They have an account but no membership in your shop — usually a signup with a different email.

Fix: Check the email on their Team → Access tab matches the one they signed in with; re-invite with the right address if not.

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