Autodots uses roles + per-module permissions. The role is a label; the permissions are what they can actually do. You can override any permission per person.
Sending an invite
- Staff → Add staff.
- Enter their email — they get an invite link. They set their own password on first login.
- Pick a starting role (owner, manager, mechanic, receptionist, admin). The permissions below auto-fill; tweak per person.
The permission matrix
Every module (Workboard, Estimates, Inventory, etc.) has up to 5 permissions: view, add, edit, delete, manage. Manage is the destructive one — settings, exports, bulk-delete.
Common setups
Mechanic
- Workboard: view, edit
- Estimates: view, edit (no add — receptionist creates)
- Inventory: view (no edit)
- Everything else: off
Receptionist / front desk
- Workboard: view, add, edit
- Customers: view, edit
- Appointments: view, add, edit
- Estimates: view, add, edit
- Reports: off
Manager (everything except billing)
- All modules: view + manage
- Garage Plan: off — keep upgrade decisions with the owner
Tip: use the "toggle all" column header on each module to set/clear all 5 permissions at once.
Resetting a password / deactivating
From the staff list, click the row → Reset password sends a fresh email link. Deactivate blocks login but keeps history. If a mechanic has open jobs, you'll be asked to reassign them first.