Team Management

Add team members, assign roles, and control exactly what each person can access in YardPilot.

Overview

YardPilot uses a permission-based access control system with four built-in roles:

Role	Access Level	Best For
Owner	Full access to everything	Business owners
Admin	Full access except role management	Senior managers
Office	CRM, quoting, invoicing, scheduling	Admin staff, schedulers
Field	View assigned work, complete visits	Technicians, field staff

Need more granular control? You can create custom roles with any combination of permissions.

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Manage your team members with role assignments and access control

In This Section

Getting Started

• Adding Team Members — Invite your team to YardPilot

Access Control

• Roles & Permissions — Understand how access control works
• Creating Custom Roles — Build tailored roles for your business
• Permission Reference — Complete list of all permissions

Time & Attendance

• Time Tracking — Track hours worked by your team

Quick Actions

Invite a Team Member

1. Go to Settings > Team Members
2. Click Invite User
3. Enter their email and select a role
4. Click Send Invitation

Change Someone's Role

1. Go to Settings > Team Members
2. Click on the team member
3. Select a new role
4. Click Save

Create a Custom Role

1. Go to Settings > Roles & Permissions
2. Click + Create Role
3. Name your role and configure permissions
4. Assign team members to the role