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BayBoard runs on a few roles. Each one has a short list of things to do on the first day.

Day one by role

The Owner / Admin completes the three-step setup first. After that, Service Advisors and Foremen can start putting jobs on the board as soon as they accept their invite.

Guides

Set up your shop

The three-step setup for a new shop.

Sign in and reset your password

Sign in, stay signed in, and recover a lost password.

Find your way around

The left rail, top bar, Settings, and Support.

Shop profile and hours

Shop details, Hours of Operation, and the pay period.

Notifications

Choose which in-app alerts you get.

My profile and password

Update your name or change your password.

Add a job

Put your first repair order on the board.
Last modified on August 22, 2026