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Inviting Your Team

Add staff, set permissions, and get everyone working.

Conkr is built for teams. Whether you have 2 staff or 50, here's how to get everyone set up.

Adding Team Members

Go to TeamAdd Member. Enter their email address and select a role:

  • **Admin**: Full access. Can manage billing, delete data, and change settings.
  • **Manager**: Can create quotes and jobs, manage customers, and view reports.
  • **Technician**: Sees only assigned jobs, can log time, and update job status.

Role Permissions

Each role has pre-configured permissions that control what they can see and do. You don't need to micromanage access — the roles are designed for typical trade business structures.

What Happens Next

The invited user receives an email with a link to set their password. Once logged in, they see only the features relevant to their role. Technicians, for example, see My Jobs and My Timesheet — not the full admin dashboard.

Removing Team Members

Admins can deactivate team members at any time. Their history remains in the system for reporting, but they lose access immediately.

Still have questions?

Our support team is here to help. Reach out and we'll get you sorted.

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