Roles
Adding Team Members
1
Go to Settings > Team
Click Add Team Member.
2
Enter their details
Name, email, and role.
3
Send the invitation
Vynta sends an email with a setup link.
4
They set up their account
The team member clicks the link, creates a password, and is ready to go.
Managing Pending Invitations
Invitations that haven’t been accepted show as Pending in the team list. You can:- Resend the invitation
- Revoke the invitation (removes it)
- Change the role before they accept
Deactivating Team Members
When someone leaves your team:- Open their profile
- Click Deactivate
- Their access is revoked immediately
- Their job history and data are retained for reporting
Deactivated members cannot log in. Their assigned jobs are unassigned and need to be reassigned.
What Technicians See on Mobile
Technicians using the mobile app see:- Their assigned jobs for today
- Clock in/out button
- Work order details (customer, address, notes)
- Parts and time recording
- Voice dictation
- Photo capture
- Other technicians’ schedules
- Customer financial data
- Settings or billing
FAQ
How many team members can I add?
How many team members can I add?
The number depends on your plan. Check your subscription details in Settings > Billing.
Can I have custom roles?
Can I have custom roles?
The four built-in roles cover most needs. For custom access levels, contact support.
Can a technician also be a dispatcher?
Can a technician also be a dispatcher?
Not with the same account. If someone needs both roles, create two accounts with different roles.