Team members (technicians and advisors)
The technicians and service writers you assign to work orders. They do not log in; people who log in are User Accounts.
Team Members are the people whose names go on tickets: technicians, service advisors, and writers. Assigning them to a work order is what drives the Technician Productivity report.
Team members are not logins. Someone who needs to sign in to Flux is a user account. A technician who also uses Flux needs both: a team member entry so they can be assigned to work, and a user account so they can log in.
Adding a team member #
- Open Settings and scroll to Team Members.
- Click Add Team Member.
- Enter the Name and choose a Role, such as Primary Technician, Technician, Primary Service Advisor/Writer, or Service Advisor/Writer.
- Click Add.
The new name appears in the team member pickers on the work order pages.
Editing or removing #
Use Edit or Delete from the dropdown at the end of the row. Deleting a team member does not change past invoices; their name stays on the work they already did.
Plan limits #
The number of team members is capped by your plan: three on Free, five on Standard, unlimited on Pro. When you reach the cap, the Add Team Member dialog explains how many your plan allows and offers an upgrade. The count is for your whole organization, not per store. See Plans and billing.
Tip: In a multi-store organization, each store keeps its own team member list. Switch stores with the dropdown at the top before adding people who work at another location.