Manage Your Whole Team
Invite technicians and managers, assign roles, and control what each team member can see and do.
Smarfle CRM's role-based access control ensures everyone sees exactly what they need. Owners manage everything, managers handle day-to-day operations, and technicians see only their assigned jobs.
Key Benefits
Role-Based Access
Owner, Manager, and Technician roles with granular permissions for every feature.
Easy Invites
Invite team members via email — they get instant access with temporary credentials.
Technician Dashboard
Field workers see only their assigned jobs with GPS navigation and status updates.
Manager View
Managers handle clients, work orders, and scheduling without access to billing or subscriptions.
Tier-Based Limits
Your plan determines how many team members you can add — upgrade as you grow.
Activity Tracking
See who did what, when — every action is logged for accountability.
How It Works
Navigate to Team from your dashboard
Click Invite and enter the new team member's details
Select their role (Manager or Technician)
They receive login credentials and can start immediately
Manage permissions and remove members as needed