Resolving Crew Sign-In Issues & Role Permission Settings

Managing Team Invitations

If a technician or office manager cannot access their dashboard, follow these verification steps:

1. Resend Activation Invite: Navigate to Settings > Team & access, locate the member, and click Resend Invite Link.
2. Check Seat Entitlements: Ensure your subscription plan has available active crew seats before adding new field workers.
3. Role Permissions: Technicians assigned the Field Crew role only see jobs dispatched directly to their schedule.