Add your team & set permissions

Referral Lab supports admins, office staff, technicians, and sales reps — each with granular permissions so people only see what they need.

1. 1Open Team from the sidebar.
2. 2Click Add Member and enter their name and email.
3. 3Pick a role (e.g. Technician, Office, Admin).
4. 4Fine-tune permissions — schedule access, contacts, timesheets, HR documents, and more.
5. 5Send the invite. They'll get an email to set their password.