What it is
Settings → Team & roles contains Members, Invitations, Roles & access and Activity. Owners manage everyone. A Staff member explicitly given Manage team and All locations manages Staff within their own granted access.
How to use it
- Select Invite teammate, enter the email and choose the role.
- Create the invitation. Check the reported email result; a new person joins from the invitation email. Links work once and expire after 7 days. Resend replaces a link and Revoke cancels it.
- Open a Staff member on Members. Choose a dealership Starting point under What they can do.
- Set Departments, Reach, page levels and actions. Choose All locations or specific locations. Under My Work, the Owner decides See team performance: on by default for managers, off for everyone else.
- Select Save access. The confirmation names the person whose access changed.
What the data means
A role is a starting point, not a bypass. The presets cover Owner and all dealership roles: GM, GSM, Sales Manager, Salesperson, BDC, BDC Manager, F&I Manager, Service Manager, Service Advisor, Service BDC, Technician, Parts Manager, Parts counter, Inventory manager, Marketing manager, Receptionist, Accountant and Read-only. Legacy Manager remains available.
A new Staff member gets no workspace pages until access is saved. View is read-only; View and change opens the permitted actions within locations and departments. Assigned only narrows work further. Contact facts are shared, while private conversations and records remain scoped. See Roles and permissions for each preset.
Possible issues and fixes
A teammate cannot open a page
Symptom: A workspace page is missing or access is refused.
Why: Saved pages, locations, departments and reach govern access; a job title alone does not.
Fix: Check those choices and save access. Aria Lab and administration remain Owner-controlled.
How to check: The teammate reloads and can open the permitted pages.
A delegated manager cannot save access
Symptom: Saving a teammate’s permissions is refused.
Why: Delegates cannot edit themselves, promote Owners or grant authority wider than their own.
Fix: Ask an Owner to make this change.
How to check: The access page confirms the new scope and Activity records the author.
An invitation stopped working
Symptom: The invitation link is refused.
Why: It may be expired, used, replaced or revoked.
Fix: Select Resend and ask the person to use the latest invitation with the invited account.
How to check: The person joins and appears as an active member.
