CarSignalInvite teammates from Settings, Team: enter an email, pick a role, send. The teammate signs in with that email to join your shop — the link is tied to the address you invited, so a forwarded link can't be used by someone else. Pending invites can be copied or revoked.
The three roles
| Role | What they can do | What they cannot |
|---|---|---|
| Admin | Everything: financials, billing, settings, integrations, team | Nothing off limits |
| Service writer | Front desk: quotes, invoices, scheduling, assigning, taking payment | Financials, billing, settings; not assignable on the schedule board |
| Technician | The work: assigned jobs, time logging, inspections, plus scheduling and taking payment | Financials, billing, settings |
Roles are permission tiers, not job titles. An owner is simply an admin.
Per-member settings
Expand any member on the Team page to set:
- Show on schedule. Whether they appear as a lane on the schedule board. Techs default on, service writers off.
- Diag-capable. Marks who can take diagnostic drop-offs; booking capacity checks respect it.
- Working hours. Their availability for scheduling.
Technician rows have two more switches:
- Sees all vehicles. Turn off and that tech's board, schedule, search, and mobile app show only vehicles assigned to them — no incoming cars, no other techs' jobs. Admins and service writers always see everything.
Whoever checks a car in becomes its default assignment: a tech becomes the assigned tech (so their own check-in stays on their board), a service writer becomes the service writer, and an admin becomes both. Reassign anytime from the vehicle page.
- Sees prices & payments. Turn off and prices and totals disappear from the board and the whole mobile app, and payment actions disappear everywhere, part names and quantities stay. Money actions (record payment, void, refund, discounts, payment edits) are also refused server-side for that member, not just hidden. New technician invites start with this off; grant it per tech. (One boundary to know: the web vehicle detail pages aren't yet covered by the assigned-only restriction or full price hiding. The board, schedule, search, and the entire mobile app are.)
- Page access. Every non-admin member has clickable chips for Estimate, Inventory, Templates, Clients, Outreach, and Receptionist. Click to grant or remove a page per person; removed pages leave their navigation on web and mobile (removing Clients also hides the mobile Customers tab). Everyone starts with all pages; Vehicles and Schedule are always on.
What each person sees
Everyone starts with the full navigation; use Page access on the Team page to trim it per person. Financials and most of Settings are visible to admins only, and technicians never see the setup-progress meter. Everyone manages their own profile and two-factor authentication.
Audit log
Settings → Audit log (admins only) lists every action in the shop, newest first: who checked a vehicle in, started the repair, marked parts ordered, sent the quote, took the payment, amended a check number, and so on. Filter by person to see one member's trail, and click through to the vehicle. The same events also appear on each vehicle's Activity timeline with "by name" attribution.
Who gets notified
Notifications follow the same boundaries. Admins see everything. Service writers get customer activity: texts and replies, quote responses, payments, views, missed calls, leads. Technicians get new bookings and job requests as they arrive, plus events on their own assigned jobs — parts arriving, approvals, schedule changes. Access restrictions apply here too: a tech limited to assigned vehicles isn't buzzed about incoming cars, and a member without the Receptionist page doesn't get lead or missed-call alerts. Nobody's phone buzzes for work that isn't theirs or that they can't open.
Time-off requests live on the Schedule page: techs request, admins approve, and the calendar reflects it automatically.