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, cancel/pause jobs	Admin staff, schedulers
Field	Visits, on-site lead capture, own time and tasks	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
• Leave — Request and approve time off

Quick Actions

Invite a Team Member

1. Go to Settings → Manage Team
2. Click + Invite Member
3. Enter their email and select a role
4. Click Send Invitation

Change Someone's Role

1. Go to Settings → Manage Team
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