WenmarPro

Managing Your Team

Add team members and manage their access — roles, PINs, QR cards, and locking or disabling their login.

Contents

Manage your team from the Users page in the left menu — add members, set roles, reset PINs, and lock or disable access.

💡 You’ll need

  • Owner or manager access — technicians and service advisors can’t manage the team

Adding a Team Member

  1. Click Users, then Add member.
  2. Enter their Full Name, an optional Email, and a PIN (6 digits). Leave email blank for members who log in only with a PIN or QR card.
  3. Pick a Role — Admin, Manager, Service Advisor, or Technician. The Capabilities list pre-fills for that role; uncheck any to remove an ability. Click Add Member.

Changing a Role or PIN

  • Role — open the member and use the Role dropdown under the Profile tab. The account owner’s role can’t be changed.
  • PIN — under PIN Management, click Reset PIN. The new 6-digit PIN shows under New PIN generated once, so share it right away.

Locked, Disabled, and Removed

  • Unlock — a locked account (after 5 wrong PIN attempts) shows an Unlock action.
  • Disable — under Access Control, add a Reason (optional) and click Disable Access. This revokes login but keeps their name, history, and work.
  • Re-enable — click Re-enable Access to restore login.
  • Remove from Account — in the Danger Zone, permanently removes the member. The owner can’t be removed.

Password Resets and QR Cards

Under PIN Management, use Send Password Reset to email a reset link, or Resend Confirmation if a member hasn’t confirmed their email. To print a shop-floor login card, choose QR Login; the Personal QR Card shows the code and a Valid until date, with Print QR Card to print it.

For how PIN and QR logins work on the shop floor, see Shop Floor Login. For what each role can do, see Roles and Permissions.


Questions? Contact us at help@wenmarpro.com

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