Valet Hero Logo

Adding a Team Member

Go to Team and click Add Team Member. Enter First Name, Last Name, Email and Phone. Choose an Access Level — Collection Specialist or Admin. Set a Start...

  1. Go to Team and click Add Team Member.
  2. Enter First Name, Last Name, Email and Phone.
  3. Choose an Access Level — Collection Specialist or Admin.
  4. Set a Start Date.
  5. Optionally upload a Profile Picture.
  6. Click Create Team Member.
Adding a team member: filling in name, email, phone and access level, then creating themThe Add Team Member form, with the Access Level field showing the access rule beneath it

The line under Access Level is the rule worth reading twice: a maximum of 3 admins, while collection specialists are limited only by your team plan. Admin is a scarce slot, so give it deliberately.

They appear in the list straight away with Last Active: Never until their first sign-in. Their login is the email address you entered here.

Deactivating someone

When someone leaves, set them inactive rather than deleting them. Their timesheets, service logs and reported violations stay intact for your records, and they can no longer log in.