Adding and Managing Employees

Learn how to invite employees to your Shop Hero Dashboard, assign roles like Technician or Service Advisor, and manage team access as your shop grows.

👥 Step-by-Step Instructions

1. Go to Team Settings

Log in at app.shopherodashboard.com
Click your profile icon or shop name in the top-right corner
Select “Team” from the dropdown or sidebar

2. Invite a new employee

Click the “Invite User” button
Enter the employee’s email address
Choose their role from the dropdown (see below)
Click Send Invite

Your team member will get an email with a link to set up their account and create a password.

🔑 Role Descriptions

Role	Access & Use
Admin	Full access to all features, settings, and reporting. Ideal for shop owners and managers.
Service Advisor	Can manage cards, assign techs, communicate with customers, and move jobs through the workflow.
Technician	Can view and work on assigned jobs, mark progress, and add internal notes. Limited access to shop-wide data.
Parts / Office	Has access to view and update cards but doesn’t interact with job status. Useful for front office or parts tracking.

⚙️ Managing Existing Employees

Update Roles or Revoke Access

In the Team tab, find the user you want to edit
Click the menu icon (•••) next to their name
Select Edit, Change Role, or Remove Access

This lets you control who sees what in your shop, and adjust access as your team changes.

🔐 Security Best Practices

Each team member should have their own login
Never share logins between employees
Remove access immediately when someone leaves your shop

📌 Pro Tips

For training new team members, assign them a limited role first (like Technician) and upgrade access later
Encourage your team to upload profile photos to keep the board more personal and clear

📞 Need help?

Not sure which role someone should have? Reach out to our team and we’ll walk you through the best setup for your shop size and workflow.