Add a Team Member
Go to Team → Team Members.
Click + New Team Member (top right).
Enter the team member’s:
Name
Email
Phone
(Optional) Click the Permissions tab to set what the team member can do. All permissions are on by default except Parts. Turn on Parts if they should manage parts inventory, purchase orders and vendors.
Click Save.
Activate a Team Member Account
After you add a team member, they must activate their account:
Open the invitation email and click Activate Your Account.
Enter their email address and create a password.
Click Sign Up.
Once they have signed up, they will be logged in to the Boatyard dashboard, with access to orders, invoicing, messaging, and the other features their permissions allow.
Remove a Team Member
Before deleting a team member:
Go to Orders.
Filter by these statuses:
In Progress
Awaiting Acceptance
Estimate Sent
Partial Payment
Deposit Requested
Invoiced
Add a filter for the Assigned Team Member you’re removing.
Reassign every order to another team member.
Once all orders are reassigned:
Go to Team → Team Members.
Select the team member.
Click Delete.
Adding and Removing Technicians
Add a Technician
Go to Team → Technicians.
Click Add Technician (top right).
Enter:
First name
Last name
Email
Phone
Toggle View Other Calendars on/off (optional).
Click Save.
The technician will receive an email to activate their account.
When adding technicians, check or uncheck the "Allow to see other technicians' calendars in their Pro App" option.
When this is checked, the technician can view everyone's schedule in the Pro App.
When this is unchecked the technician will only be able to view their own schedule.
Remove a Technician
Go to Team → Technicians.
Select the technician.
Click Delete.
Before deleting:
Reassign any open jobs.
Go to Jobs, filter by that technician, and reassign all remaining work.
Please note: MarineMax, SkipperBuds and Silver Seas team member will not receive an activation email. You will be able to log into Boatyard using your company email address and password.