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Inviting Team Members

EquipDash is built for teams. You can invite your staff to join your account so they can create bookings, manage inventory, check in customers, and more -- all with the appropriate level of access.

Sending an Invitation​

  1. Click Settings in the sidebar.
  2. Select Team from the settings menu.
  3. Click + Add team member.
  4. Fill in the following:
    • First name -- the team member's given name.
    • Last name -- the team member's surname.
    • Email -- the email address where the invitation will be sent.
    • Role -- choose from Admin, Manager, Staff, or Custom Role. See Roles Explained for details on each role.
  5. Click Invite.

The Add new team member modal with First name, Last name, Email, and Role fields

The team member will receive an email with a link to accept the invitation and set up their account. If they already have an EquipDash account, they will be added to your business automatically.

Managing Pending Invitations​

Pending invitations appear in a separate section below your active team members list.

For each pending invite, you can:

  • Resend -- click Resend to send the invitation email again (useful if the original was missed or went to spam).
  • Cancel -- click Cancel Invite to revoke the invitation before it is accepted.

The Team Members list showing active members and pending invitations

Editing a Team Member​

After a team member has accepted their invitation:

  1. Find them in the Team Members list.
  2. Click the Edit button next to their name.
  3. You can change their Role or adjust their Permissions (if using the Custom role).
  4. Click Update.
caution

You cannot change your own role. This prevents accidentally locking yourself out of admin access.

Removing a Team Member​

  1. Find the team member in the Team Members list.
  2. Click the Delete button next to their name.
  3. Confirm the removal when prompted.

The team member will immediately lose access to your EquipDash account. Their personal EquipDash account is not deleted -- they simply lose access to your business.

caution

There must always be at least one Admin on the account. You cannot remove the last Admin.