Team & Payroll
Add a technician or office user
Invite the people who work for you so they can use the field app, the office dashboard, or both. Inviting by email is the clean way: WaterMark emails them a secure link and they set their own password.
Where: Manage (gear icon) -> Setup -> Team
- Open Manage (the gear icon), then under Setup click Team.
- Scroll to "Invite an employee by email." Type their name (optional) and email.
- Pick Role & access: Tech (field), Office, or Owner. The Field app and Office checkboxes auto-set to match, but you can tick both for someone who works trucks and does office work.
- Click Send invite. They get a secure link, valid 7 days, to set their own password.
- If you don't have email set up yet, open "Or add a member with a temporary password," set a temp password, and hand it to them to change later.
Good to know
- Adding a Field app (mobile) member can add a paid seat to your plan - WaterMark shows the exact new monthly cost and asks you to confirm first. Office-only logins are free and never count toward seats.
- After you invite a field tech, a follow-up card offers to jump to Route Manager to assign their stops and to enable common field permissions - do both so they're working on day one.
- No email showing up? Use "Send test email" at the bottom of Team to check your email setup before blaming the invite.