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Getting startedOverview

Getting started

The basics: how to sign in, what your role lets you do, and how to use WSManager on the workshop PC and on a phone.

When to use

Read this section if you are new to WSManager, or if you are an Owner setting up your team.

Overview

  1. An Owner adds you as a staff member and gives you a role. If you will clock on, they tick Records time on your staff record.
  2. You sign in with your email address and a password you set yourself, using a one-time link from the Owner.
  3. After you sign in, people who record time land on Clock. Office staff and Owners who do not record time land on Jobs.
  4. If you use the workshop PC, set a PIN first so you can pick your name there.

Key features

  • Signing in: email and password, staying signed in on your phone, and what to do if you forget your password.
  • Roles: Owner, Office, Supervisor and Technician, and what each can do.
  • The shared workshop PC: how to clock on with your name and PIN.
  • Using a phone: put WSManager on your home screen and clock on in one tap.

How to: get a new person started (Owner)

  1. Go to Settings, then Staff, then Add staff member.
  2. Enter their name, email, mobile and role. Tick Records time if they will clock on.
  3. Save, then choose Create reset link. Give them the link in person or by text. It works once and expires in 24 hours.
  4. They open the link, choose a password of at least 10 characters, and sign in.
  5. If they will use the workshop PC, ask them to set a PIN on My PIN, or set a temporary PIN for them.

Tips & gotchas

  • WSManager does not send email. Reset links are shown on screen for you to pass on.
  • Someone who only ever uses the workshop PC does not need an email address or a password, just a PIN.
  • Deactivating a staff member stops them signing in but keeps their time and job history.
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