Add the technician
1
Open Settings > Team
Open Settings from the left rail and pick Team. The left side lists TECHNICIANS with a count. If the roster is empty you see “No roster technicians” and “Add a roster record to create a schedule column.”
2
Click Add Technician
Click Add Technician. The detail panel shows “Fill in details to add”.
3
Fill in the fields
4
Save
Click Save Changes. The technician appears in the list and gets a column on the board.
Reorder the roster
Board columns follow the order of the roster list. Drag a technician to a new spot, or use Move Up and Move Down next to their name. The list pages with Previous and Next when it gets long.What other roles see
Service Advisor and Foreman can open the Team tab but cannot change it. They see “View only. The tech roster is managed by the Owner or GM. Need to log time off for someone? Use the Time Off tab.”If you leave the tab with unsaved edits, BayBoard asks “Discard unsaved changes?” Choose Keep Editing to go back or Discard Changes to drop them.