Manage your team members and control who has access to your Chisel Tide account. Team members are assigned roles that determine which parts of the platform they can access and what actions they can perform.
Chisel Tide uses two main roles for team members:
Technician — Designed for field service staff. Technicians can access routes, manage service visits, and use the mobile app to complete work in the field. They cannot access admin features like billing or team management.
Admin — Designed for office staff and managers. Admins have full dashboard access and can manage customers, billing, team members, and all other platform features.
In addition to these roles, every account has an Owner role that cannot be changed or removed. The owner has full access and can manage all team members, including admins.
To add a new team member to your organization:
Navigate to Settings and select Team Members.
Click Add Member.
Enter the team member's Full Name.
Enter their Email address.
Select a Role:
Technician — Choose this for field technicians who will use the mobile app and complete routes.
Admin — Choose this for office staff who need access to the full dashboard.
If you selected Technician, optionally enter a Phone (optional) number.
Click Add Member to create the team member.
The new team member will receive an invitation to join your organization. If the email is already associated with an existing Chisel Tide user in another organization, they'll receive a request to join your team instead.
When you add a team member as a Technician, Chisel Tide automatically creates a technician profile for them. This profile can be viewed and managed in the Technicians section of the app.
The Team Members page shows all members of your organization with the following information:
Name — The team member's name, with "(You)" indicating your own profile.
Email — The email address associated with their account.
Role — Their current role (Owner, Admin, or Technician).
Status — Shows "Inactive" for technicians who are not currently active.
Technician info — For technicians, their rating and completed visit count may appear.
Each team member row includes action buttons:
View Profile — Available for technicians with a linked technician record. Opens their technician profile.
Edit — Opens inline editing for the team member's details.
Remove — Removes the team member from your organization.
You can edit team member details inline from the Team Members list:
Click the edit (pencil) button next to a team member.
Update their Name.
If editing your own profile, you can also update your Email.
If editing another team member (non-owner), you can change their Role between Admin and Technician.
Click Save to apply changes, or Cancel to discard them.
When you change a team member's role:
Promoting to Technician — Chisel Tide creates a new technician profile for the member.
Demoting from Technician to Admin — The technician profile is deactivated.
You cannot change your own role or the account owner's role. These restrictions protect account security and ensure at least one owner always has full access.
To remove a team member from your organization:
Click the remove (trash) button next to the team member.
Confirm the removal when prompted.
Click Remove to permanently remove the member.
Removed team members lose access to your organization immediately. They can still sign in to Chisel Tide if they have an account, but they will no longer see your company's data or routes. Technicians who open the web app are directed to download the mobile app rather than using the full office dashboard.
You cannot remove yourself from the team. To leave an organization, you must contact another admin or the owner to remove you.
Under Notification Recipients in Settings, choose which team members receive each internal notification. Leaving a box empty sends that notification to every owner and admin.
Categories:
Draft Work Order Created — When a technician logs issues on a visit and a draft work order is generated for review.
Work Order Approved / Declined — When a customer approves or declines a work order quote from the portal.
Payment Disputes — When a payment dispute is opened (or a bank payment is returned) and when it is resolved.
Proposal Accepted / Declined — When a customer accepts or declines a proposal from the portal.
Common issues when adding team members include:
Email already exists in your organization — Each email can only belong to one team member per organization. Check if the person is already on your team.
Email exists in another organization — The user will receive a request to join your team instead of a new account invitation.
Missing required fields — Ensure you've entered a name, email, and selected a role.
You cannot change the role of:
Yourself — For security reasons, you cannot demote or change your own role.
The account owner — The owner role is permanent and cannot be changed.
To change these roles, you must be a different admin or owner making the change.
An inactive technician status indicates they are not currently assigned to routes or are marked as unavailable. Inactive technicians:
Can still sign in to the mobile app
Are not assigned new routes automatically
Retain their technician profile and service history
To reactivate a technician, update their status in the Technicians section.
View and manage technicians to assign routes and track performance in the Technicians section.
Set up routes for your technicians to complete in the Routes section.
