Team Management
Add or update a team member
Section titled “Add or update a team member”- Open Team Management and review the directory and active-team summary.
- Choose Add Mechanic to create a member, or use the row’s edit action to update one.
- Enter the person’s name, email, and phone number; choose Mechanic, Mechanic Manager, or Front Desk.
- Add a profile image if needed, then choose the form’s create or update action.
- Confirm the person appears in the directory with the intended role and status.
Review or deactivate a member
Section titled “Review or deactivate a member”- Open the row’s profile view to check the person’s name, role, status, contact details, and staff ID.
- If deactivation is required, review the impact dialog and any active appointments it lists.
- Choose the offered resolution; if reassigning, select an active replacement team member.
- Confirm deactivation and review the refreshed directory.
The form does not assign skills or service groups. Shop access options are managed separately in Settings.