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Documentation Index

Fetch the complete documentation index at: https://docs.shopwrk.com/llms.txt

Use this file to discover all available pages before exploring further.

ShopWrk uses a role-based permission system to control what each team member can see and do. When you invite someone, you assign them one of three roles. Their role determines which sections of the dashboard they can access and which actions they can take. You can also adjust individual permissions on top of their role’s defaults.

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The three roles

Owner

Full access to every feature, setting, and team management function.

Admin

Full operational access — jobs, customers, invoices, CRM — with no access to billing or owner-only settings.

Technician

Access limited to assigned jobs and their own schedule.

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Owner

The shop owner has unrestricted access to the entire platform. There is exactly one Owner per shop — the account created during signup. The Owner role cannot be assigned to additional team members. Owners can do everything Admins and Technicians can do, plus:
  • Manage billing and subscription settings
  • Manage integrations (Stripe, Google Calendar, Telnyx, social accounts)
  • Manage all team permissions, including granting or revoking individual overrides
  • Approve payments and refunds
  • Modify service pricing rules
  • Manage and publish social media accounts
  • Manage calling settings and phone numbers
  • Manage document templates

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Admin

Admins have full access to day-to-day operations. This role is suited for a shop manager or senior staff member who runs the business alongside the owner but shouldn’t have access to billing or owner-level configuration. Admins can:
  • Create, edit, and delete jobs, customers, and estimates
  • View the full calendar and schedule jobs
  • Create, send, and void invoices
  • Log cash and cheque payments, and process POS card payments
  • View and manage the full messaging inbox
  • View, add, and adjust inventory
  • Manage leads, deals, and CRM pipelines (view only for pipeline settings)
  • Make, receive, transfer, and record calls; manage call queues
  • Create and manage email campaigns
  • Create and publish social media posts (but not connect new accounts)
  • Manage automation workflows
  • Use the AI assistant
  • Run and resolve data imports
Admins cannot:
  • Access billing or subscription settings
  • Change service pricing rules
  • Manage team permissions or deactivate members
  • Connect or disconnect social media accounts
  • Configure calling phone numbers and routing settings
  • Manage document templates
  • Approve logged payments

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Technician

Technicians have a focused view of the dashboard. This role is intended for installers and shop staff who need to see their own work and update job statuses, without access to customer financials or shop configuration. Technicians can:
  • View jobs assigned to them
  • Update the status of their assigned jobs
  • View their own schedule and calendar
  • View the service catalog
  • View inventory stock levels
  • Receive inbound calls, view call history, and listen to voicemails
Technicians cannot access customers, estimates, invoices, payments, the full calendar, messaging, reports, CRM, settings, or any admin-level features.

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Permissions by area

The table below summarizes key permissions across roles. “Full” means create, edit, and delete access. “View” means read-only.
AreaOwnerAdminTechnician
Jobs (all)FullFull—
Jobs (own assigned)FullFullView + status
CustomersFullFull—
Calendar (full)FullFull—
Calendar (own schedule)FullFullView
EstimatesFullFull—
InvoicesFullFull—
PaymentsFullLog + POS—
Payment approvalFull——
Service catalogFullView + create/editView
Service pricingFull——
InventoryFullFullView
CRM (leads, deals)FullFull—
Messaging (inbox)FullFull—
Calling (make/receive)FullFullReceive only
Calling settingsFull——
ReportsFullView—
AutomationsFullFull—
Email campaignsFullFull—
Social mediaFullCreate + publish—
Social account connectionsFull——
AI assistantFullFull—
DocumentsFullAll except templates—
Team managementFullView—
Settings (general)FullView—
Settings (billing)Full——
Settings (integrations)Full——
Data importsFullFull—

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Inviting a team member

Only Owners can invite new team members.
1

Go to Team

In the dashboard navigation, click Team.
2

Click Invite member

Click the Invite member button in the top-right corner of the Team page.
3

Enter their details

Enter the team member’s name and email address, then select their role: Admin or Technician.
4

Send the invitation

Click Send invite. ShopWrk emails them a link to create their account and join your shop.
The invitation link is valid for a limited time. If it expires before the team member accepts it, you can resend the invitation from the Team page.
Invited team members sign up through a dedicated join page, not the standard signup flow. Their email address is locked to the invited address and their role is pre-assigned.

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Adjusting individual permissions

If the default permissions for a role don’t quite fit a specific team member, Owners can grant or remove individual permissions on top of that person’s role. To adjust permissions for a team member:
  1. Go to Team and open the team member’s profile.
  2. Scroll to the Permissions section.
  3. Toggle individual permissions on or off as needed.
Granting a Technician individual permissions outside their role — such as customer access or invoice viewing — means they will see those sections in the dashboard. Review any overrides carefully before saving.

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Deactivating a team member

Owners can deactivate a team member’s account from their profile on the Team page. Deactivated members cannot log in, but their historical records (jobs, time logs, assignments) are preserved.

Account setup

Create your ShopWrk account if you haven’t already.

Team scheduling

Set up staff schedules, timesheets, and shifts for your team.