- Go to Settings → Team & roles and press Add member.
- Enter their name, email and phone, pick a role (see Roles), and set a starting password (8+ characters).
- Save, then send them their email and password yourself. They sign in at workbenchfsm.com or in the app.
Per-person settings
- $/hr labor cost, used for job profit. Techs never see it.
- Bookable online: whether customers can book them. See Take bookings online.
- Working hours, used for online booking and Find a Time.
- Reset password, Deactivate and Reactivate. Deactivating keeps their history.
Who's online
Under each person's email you'll see a green dot and Online now when they have WorkBench open in front of them, or Last seen with how long ago (a hollow dot means earlier today). A tab in the background or the phone app in a pocket doesn't count as online. Never signed in means they haven't used their login yet.
One device at a time
A login works on one device at a time. Open WorkBench on a second device while the first is in use and you'll see This login is in use on … with a Use it here button, which moves the login over; the first device shows the same screen the next time someone touches it. A device that has been idle for a few minutes lets go on its own, and signing out lets go at once, so moving from your phone to your computer takes at most one tap. Calls win: answering or placing a call on the business line moves the login to that device by itself, and the screen never covers a device with a call ringing or in progress, so a call is never interrupted. Everyone on the crew should have their own login — it's also what puts timesheets, calls and notifications on the right person. Pro and Max lift this: one login can be used on several devices at once.