WRMS ProDocs

Users

Invite team members, change their access, cancel invitations and remove people who have left.

Audience:Workshop OwnerAdministrator

Everyone who signs in to your workshop is a member. Manage members in Settings → Team.

The Team settings page listing members with their role and an Invite button.
Settings → Team: invite people and choose their role.

Invite a team member

Open Settings → Team.
Enter their email address under Invite by Email and choose Admin or Member, and a custom role if you use them.
Select Invite.
  • If the person already has a WRMS Pro account, they are added straight away.
  • If not, WRMS Pro offers Send Invitation. They receive an email with a link that is valid for seven days. See Joining by invitation.

Pending invitations

Invitations not yet accepted are listed under Pending Invitations, with the role they were invited as and the expiry date.

  • Copy invite link — to send the link another way, for example by text.
  • Cancel Invitation — the link stops working.

Change someone's access

In Settings → Team, change the member's level or custom role. The change applies on their next action in WRMS Pro; they do not need to sign out.

Remove someone

Remove the member from Settings → Team. They lose access to your workshop immediately. Their past work — jobs, notes, audit log entries — stays in your records.

If they were also set up as a technician, remove or edit the technician separately.

How many users can I have?

Each plan includes a number of users, and more can be added for an extra monthly charge. See Subscription and plans.

Permissions

Managing the team needs Owner or Admin, or a custom role with Settings → Edit.

Still need help?

Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.

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