💻 Platform Availability: Desktop only — not currently available on mobile
Article Content:
Overview
The Crew Members page is where you manage everyone who has access to your Rebolt account. Add new members, assign roles, and manage permissions so your team can collaborate effectively and securely.
How to Access Crew Members
Click the gear icon in the top-right of your Rebolt dashboard.
In the Settings sidebar, under Account, click Crew members.
Roles & Permissions
Every Rebolt user is assigned one of two roles:
Role | Access Level |
Admin | Full access to all CRM features — clients, jobs, quotes, invoices, automations, settings, billing, crew management, and timesheets. Can manage other users and change roles. |
Member | Field/crew access. Can view assigned appointments, clock in/out for time tracking, and access job details they're assigned to. Cannot access Settings, billing, or other users' timesheets. |
Tip: Limit Admin access to owners and office managers who need full control. Assign field crew as Members to keep their access scoped to what they need on the job.
Members Tab
Purpose: Shows a list of every active member on your Rebolt account.
Features:
See each member's name and role (Admin or Member).
Remove members by clicking the trash icon next to their name.
Change roles using the dropdown menu (e.g., upgrade a Member to Admin).
Invitations Tab
Purpose: Shows all pending invitations you've sent to people who haven't joined yet.
Features: Track outstanding invitations, and resend or cancel them as needed.
Best practices: Follow up with invited users so they accept promptly. Remove stale invitations to keep the list clean.
Adding a New User
Go to Settings → Account → Crew Members.
Click Add User in the top-right corner.
Enter the new user's email address.
Select their role (Admin or Member).
Send the invitation — they'll receive an email to join.
Crew & Time Tracking
Members with field access can clock in and out directly from the Rebolt Mobile App. Each appointment has a Start work / Stop work timer so crew can log exactly how long they spent on each job visit.
As an Admin, you can review your whole team's hours, approve time corrections, and export a payroll CSV from the Timesheets dashboard (CRM → Timesheets on desktop).
See the Time Tracking article for the full guide.
FAQ
What's the difference between Admin and Member?
Admins have full access to all settings, billing, crew management, and the entire CRM. Members have field-level access — they can view their assigned appointments and clock in/out, but cannot access Settings or manage other users.Can I change someone's role after they've joined?
Yes — go to Settings → Account → Crew Members, find the person in the Members tab, and use the role dropdown to change them between Admin and Member.Can crew members see all clients and jobs, or just their assigned ones?
Members see the appointments and jobs they're assigned to. Contact Rebolt support if you need to clarify visibility settings for your account.Can crew members use the mobile app?
Yes — both Admins and Members can use the Rebolt mobile app. Members primarily use it to view their schedule, access job details, and clock in/out.What happens when I remove a crew member?
They immediately lose access to your Rebolt account. Their historical time entries and assigned appointments remain in the system.How many crew members can I add?
Contact Rebolt support for information about user limits on your current plan.