Manage your Service Partner team

Your people live in your own workspace, not in a customer's account. Add them, pick their role, and choose which customers each one covers.

What you'll need

• Only Service Partner Admins manage the team. Technicians see only the My Account part of Settings.
• Every new person has to be assigned to at least one customer before you can add them.

Add a team member

To add a team member:

1. Select Settings in the user menu at the bottom of the sidebar.
2. Under Organization, select Users and Roles.
3. Select Add New User.
4. Enter First Name, Last Name, Email Address and, if you have it, Phone.
5. Under Role, choose Service Partner Admin or Service Partner Technician.
6. Open Assign to Companies and tick every customer this person covers.
7. Select Add User.

WashUp emails them a link to set up their own account. Until they finish they show as Pending Setup with the days remaining, and the invitation runs out after 30 days.

Resend or cancel an invitation

Select the person's row to open their page. Resend Invite sends the email again; Delete Invite removes them from the organization.

Deactivate and restore

To deactivate someone:

1. Select their row on the Active Users tab.
2. Select Deactivate and confirm.

They can't sign in after that, and they move to the Deleted Users tab, where Restore brings them back. Their email address can't be reused until they're restored.

Common questions

Related articles