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Team Login and Access Controls

Give your crew their own logins. They can check their schedule, book appointments, and manage their own calendar.

Each team member login comes with a unique calendar and booking link. You control what they can see and do.
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Note: Logins require a valid email address in the team member's profile. One login per email, even if someone is associated with multiple ServiceForge accounts.

Activate Team Logins (Web App) 💻

  1. Go to Settings > Your Team and select a team member.

  2. Click 'Edit Profile' in the top-right.

  3. Select 'Login & Security'

  4. Choose a user role:

    • No access: Unable to log in, calendar managed by enhanced permission holders.

    • Standard: Able to view and manage their own calendar.

    • Admin: Enhanced permission plus the ability to manage all account settings.

  5. You can also allow team members to update their own working hours, breaks, and time off.

  6. ServiceForge sends an email invitation to the team member. They open it and click 'Set Password' to activate.

Remember! The password link expires in 24 hours.

Resend an Email Invitation

Go to Settings > Your Team > (Team Member) and click 'Resend Invitation'.

Recover a Lost Password

  1. Go to Settings > Your Team and select the team member.

  2. Click 'Send reset password link'.

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