Before you start
Only the Owner and Admins can invite people and change who receives customers.The roles
Money (payments, receipts, and amounts) has its own rule. Who sees what →
Add a person
1
Open Team
Go to Team and tap Add person.
2
Choose how they'll work
Uses the platform: signs in to the dashboard with their email. WhatsApp only: for drivers, movers, or others who don’t use the dashboard.
3
If they use the platform
Enter their email and pick their role. A Member comes with Receives customers turned on. Tap Send invitation.
4
If they work only through WhatsApp
Enter their name and phone number, pick their permissions, and tap Add to team. Then tap Send them the message.
Who receives customers
New customers are assigned automatically to people with Receives customers turned on, starting with whoever has the fewest. If nobody has it on, they go to the owner.Your team on WhatsApp
People who work WhatsApp only don’t need to sign in to the dashboard. They message Ash on WhatsApp to see their jobs, mark one as done, or leave a note. You decide what they can see and do:- See the customer’s phone number
- See job notes
- See prices and quotes
- Mark jobs as done
Change a role or remove someone
Open the menu in the person’s row: Make owner, Promote to admin, Change to Member, or Remove from team. If the invitation is still pending: Resend invitation or Cancel invitation.Next steps
Who sees what
The money rule.
Google Calendar
Each person connects their own.