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Adding or removing users

There are two kinds of users in WowServe — make sure you change the right one.

May 1, 2026Updated May 17, 20261 min read

WowServe distinguishes between two kinds of people in your system: team members (the people who appear on jobs) and platform users (the people who log in). Most of the time someone is both, but they're set up in different places — and your subscription's user count refers to platform users.

Adding a team member

If you're hiring a tech, a dispatcher, or an office admin, start in Team & Assets (the People view). Click + Add Team Member and fill in name, role, contact info, and skills. See Adding technicians for the full walkthrough.

Whether that team member also gets login access depends on their Job Role. Dispatchable roles (Field Technician, Lead Technician, etc.) and admin roles (Dispatcher, Office Administrator) get a Login badge — they can sign into WowServe (mobile or web). Roles like Apprentice that don't need to log in are added to your team without consuming a platform user seat.

Adding a non-team platform user

If you need to give someone login access without putting them on the dispatch board — say, a bookkeeper or a co-owner — open Settings & Admin → Roles & Access and switch to the System Roles tab. From there you can invite a user and assign them a role (Owner, Admin, Read-Only).

Removing someone

From a team member's card in Team & Assets, click the remove (red icon) button to deactivate them. You can also flip their Employment Status to inactive — they’ll move out of dispatch but their history stays for reporting.

Removing a platform user removes their login access and frees up a seat under your subscription. Their past activity (assigned jobs, proposals they created) is preserved.

Seat counts

Each plan caps the number of platform users. If you try to add a user beyond your cap, WowServe will prompt you to either remove someone first or upgrade. Team members who don't have login access don't count against the cap.

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