Overview
Operations workers are team members who use the Operations Portal — not the office dashboard. They clock time, view assigned work, and (for field) use the schedule.
Where: Business Settings → Manage Team → Add Team Member
Open: Manage Team
Invite steps
- Click Add Team Member
- Enter Name and Email
- Set Job Role to Operations worker
- Under Operations areas, select one or more:
- Field / Install — jobs, schedule, install
- Shop / Fabrication — shop work queue
- Yard / Staging — yard tasks
- Leave Portal access on (default) so they receive a login
- Send invitation — they accept via email link
At least one operations area is required. Field-only workers typically enable Field / Install only.
System access
Operations workers receive Viewer access automatically. They cannot open business settings, pricing, or billing.
Portal access toggle
Turn Portal access off for roster-only contacts (helpers without login). Those users do not count toward operations portal seat limits.
Dual-role users (office + ops)
For estimators or managers who also work in the field:
- Choose Team Member, Salesperson, or Manager as the job role
- Under Also performs, check Field, Shop, and/or Yard
- Assign appropriate System access level
They get the portal switcher in the avatar menu.
Seat limits
| Seat type | Who counts |
|---|---|
| Full access | Office roles (Team Member, Salesperson, Manager) |
| Operations portal | Operations workers with portal access; dual-role users with field access |
Usage meters appear at the top of Manage Team. Upgrade if limits are reached.
After invite
- Add the worker to a crew (field scheduling)
- Schedule jobs or assign shop/yard tasks
- Confirm they can open /ops/time and clock in