Add Employees, Roles, Schedules, and Permissions

Open Manage Team.

In Dashboard accounts choose Add account.

Enter the person’s real Display name and a unique email/username.

Choose the minimum Role plus any capability they explicitly need.

Set a temporary or invited-password flow, whichever the screen offers, then choose Add account.

Sign out, or use a separate browser profile, and verify the account opens its allowed screens and gets a clear 403 response on direct URLs it shouldn’t reach.

Choose Add installer.

Enter Name, the contact details internal operations actually needs, normal start/end availability, skills, a commission rule if approved, and the active state.

Link the matching dashboard account only when the relationship is right and tenant-scoped.

Choose Add installer, then open an appointment and Assign that installer.

Try an overlapping assignment. The server should block the collision, or demand an authorized explicit override with a warning.

Beside the installer choose Field access.

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Choose Create / rotate link, then copy the link once into an approved secure channel.

Open it in a private mobile browser and check that only that installer’s assigned work appears.

Choose Revoke access the moment a device or link goes missing. Create / rotate link invalidates the prior link — verify the old URL really stopped working.

Require unique passwords and turn on two-factor authentication with Enable 2FA.

Remove or deactivate access on the person’s last working day — taking them off the visible schedule isn’t enough.

Review active accounts, field links, capabilities, and audit events on a set schedule.

Never let a password or field token travel in a customer note, an invoice, or a public guide screenshot.