In RepairCMS you decide per user which areas of your workshop are visible and editable. Open Team Members, select the user, toggle access to areas like the dashboard, invoices or stock, and save. The rights apply instantly in real time.
Why user permissions matter #
Your choices here dictate what a user can view on their dashboard, export in reports or change in your settings. Limiting these rights keeps sensitive financial data secure and prevents accidental changes to core data, and every technician still sees the tools they actually use.
Step by step: Manage user permissions #
- Click Dashboard in the main navigation to return to your primary screen.
- Click Settings at the bottom of the sidebar to open your account management options.
- Select Team Members from the list. Your active staff and their current roles appear.
- Click the name of the user you want to update. An Edit User panel opens with their access controls.
- Adjust the switches for Access To RepairCMS, Access To Invoices, Access To Stock, Access To Settings, Export Data and Show Financial Insights on Dashboard to fit their responsibilities.
- Review the Access To Jobs section to grant or restrict actions like creating receipts, completing jobs or returning devices.
- Click Save to apply your changes. A confirmation alert verifies the new access settings are active.
Tip from practice #
Audit access rights regularly: Periodic reviews keep user access aligned with current responsibilities, especially when someone changes roles or a new colleague joins.
Requirements #
Modifying staff access rights requires an active RepairCMS account with administrative permissions.
What comes next #
- Protect internal notes: Team Member Permissions and Communication Rights
- Set up your company: Company Profile Settings
Frequently Asked Questions #
User Permissions #
Where do I manage user permissions?
In Settings, open Team Members and click the user you want to edit.
Do permission changes apply immediately?
Yes, changes take effect in real time as soon as you save.
Which areas can I restrict per user?
Access to RepairCMS, Invoices, Stock, Settings, Export Data, Financial Insights on the dashboard and specific job actions.
Who can edit team member permissions?
Only accounts with administrative permissions can manage team settings.