Invite your team and assign roles

Once your account is set up, the next thing to do is bring your staff in. Everyone gets their own login — no shared passwords, no “just leave the laptop open on the front desk.”

Add a team member

1. Go to Settings → Users & Permissions.
2. Click Invite by Email.
3. Enter their email and pick a role (see below).
4. They get an email with a link to set their own password. The link lasts 14 days. If it runs out, send the invite again from the same panel.

What each role can do

• Owner — full access including deleting the workshop and changing billing. There’s exactly one owner per workshop.
• Admin — full access except deleting the workshop, billing and setting up card payments. Useful for shop managers.
• Service advisor — the full front-desk role: bookings, invoices, estimates, clients, expenses, items, Parts Centre and reports. Can’t reach Settings or manage users.
• Tech — the on-the-tools role, scoped to a dedicated My Jobs screen; no office pages. Used for the tablet/phone on the workshop floor.
• Contractor — like a service advisor across everyone’s work, plus their own jobs’ P&L page, but no company reports or Settings.

Remove someone

When a staff member leaves, deactivate them rather than deleting them, so their name stays on the payments and messages they handled:

1. Settings → Users & Permissions.
2. Find them in the list.
3. Click Edit, set Status to Inactive and click Save User. They can’t get in any more, but their name still appears on records they created.

Transferring ownership

If you sell the business or hand over to a partner, contact us at support@getmechos.com.au and we’ll transfer the owner role. We do this manually for now to make sure both parties consent — it’s a one-off action so the UI doesn’t need to support it directly.