Adding people and giving them a role
You add someone to LakeOps by inviting their email address in Settings → People and giving them one or more roles — admin, office, operator or crew — which is what decides every screen and button they can reach.
Adding somebody takes about twenty seconds and there is no password anywhere in it. That is worth knowing in April, when you are onboarding six seasonal hands in a week.
Adding somebody
Under Settings → People. Enter the email address and a name, tick the roles they should have, and save. They can sign in immediately — the address is the account, and signing in is a code in their inbox.
The four roles you start with
| Role | Roughly |
|---|---|
| Admin | Everything, including rates, people, roles and how the account takes payment. Usually the owner and possibly one other person. |
| Office | Customers, properties, items, agreements, seasons, jobs, dispatch and the reports. The day-to-day of running the business. |
| Operator | Whoever runs a boat: the crew surface plus the dispatch decisions that belong at the landing rather than at a desk. |
| Crew | The field app. Timers, marking items done, photos, notes. Not rates, not customers, not anybody’s access. |
Someone can hold more than one role, and their permissions are the union of all of them. An owner-operator who also runs a boat is usually admin and operator.
The four built-in roles cannot be edited. That is on purpose — it means no one can accidentally lock the account out by editing the admin role at eleven at night. When they do not fit, build a custom role instead.
Seasonal turnover
LakeOps is priced per serviced property, never per user, precisely because your headcount triples in May and halves in July. Add everybody who needs the app; it costs nothing extra.
When somebody leaves, remove their access. That signs them out of every device immediately and keeps the record of what they did — their completions, timers and photos stay attached to their name, because that history is yours and it is what a billing question needs six months later.
You cannot remove the last admin
LakeOps refuses. An account with no reachable admin is an account nobody can fix — not you, and not us on your behalf. Promote somebody else first.
One person, more than one company
Access is held per account, not on the person. The same email address can be an admin at one dock company and a crew member at another, and the two never see each other’s data. That is common enough among contractors who share seasonal hands that it is built in rather than worked around.
Still stuck? Ask us — or go back to the help center.