Step by step
- Go to Team › Engineers & team and click the person's tile.
- On the Details tab, find Change role and pay.
- Choose the new Role.
- Change Works as (Employee or Subcontractor), Pay per visit (£), Business name, Pay per hour (£), Pay per mile (£) or Access (Active or Deactivated) if needed.
- Press Save. You see "Saved."
Limits
You cannot edit yourself. Admins cannot edit owners, and only owners can make someone an owner.
Customer portal logins have no Change role and pay card. To give a client access, invite them with the Customer portal role.
Works together with
- Engineers & teamEveryone with a login to your firm (office staff, engineers, subcontractors and customer portal users), one tile per person. Open a tile to manage that person's details, vehicle, van stock and jobs.
- A person's page: details, vehicle, van stock and jobsEach person in the team has their own page with tabs for their details and access, their vehicle, the parts on their van and their jobs.
- Roles: who can see and do whatEvery login has a role: owner, admin, dispatcher, engineer or customer portal. The role decides what that person sees and can change.
- Subcontractors: work we give outGive jobs to a self-employed engineer or another firm's engineer, see which machines they worked on, the parts they fitted and what each job cost you, while the customer and the machine stay yours.
- Engineer and subcontractor pay ratesRecord what you pay an engineer per hour and per mile, and for a subcontractor also per visit, so reports and statements show what the work cost you.
- Deactivate someoneStop a person's access for now while keeping them on the team list, for example during long leave.