This guide will walk you through the process of adding a new mechanic or team member to your Workshop by bikebook system.
Steps:
Navigate to Configuration: In your Workshop by bikebook system, locate and click on the "Configuration" section. This is usually found in the main navigation menu and might be represented by a gear icon or a similar symbol.
Access Business Accounts: Within the "Configuration" section, find and select "Business Accounts." This option likely manages settings related to your business and its users.
Go to Manage Team: On the "Business Accounts" page, look for and click on "Manage Team." This section will contain tools for managing your workshop's team members.
View Members: Within the "Manage Team" area, select "Members." This will display a list of your current team members.
Initiate Invitation: To add a new member, click on the "Invite" button. This button is typically located on the "Members" page and will start the process of adding a new team member.
Enter Team Member Details: A form or modal window will appear, prompting you to enter the necessary details for the new team member. This typically includes:
Email Address: The email address of the person you are inviting. This is usually required for them to access the system.
First Name: The first name of the team member.
Last Name: The last name of the team member.
Role/Permissions: You will likely need to assign a role or set permissions for the new team member. This determines what parts of the system they can access and what actions they can perform (e.g., mechanic, administrator, receptionist). Be sure to select the appropriate role for the new mechanic or team member.
Send Invitation: After filling in the required details and assigning a role, click on the "Send Invitation" button. This will send an invitation email to the email address you provided.
Team Member Accepts Invitation: The new team member will receive an email with a link to accept the invitation and set up their account in Workshop by bikebook. Once they have accepted, they will be added to your team.