Team & roles in the Workshop Portal
Available in: 💻 Workshop Portal on web.ridebase.app
Under "Team" you manage your workshop's members. All members can see the shared customer vehicles — what they may do with them is determined by their role.
Inviting a member
- Open "Team" and click "Mitglied einladen" (invite member) — only for the "Inhaber" (owner) and "Werkstattleiter" (workshop manager)
- Enter the "E-Mail-Adresse" (email address) and choose the "Rolle" (role)
- Click "Einladen" (invite)
If the person already has a RideBase account, they receive the invitation directly in the app and on the web. Otherwise they get an email with a registration link — the account can be created right in the browser (no app needed), and the invitation is assigned automatically. You can see pending invitations in the "Offene E-Mail-Einladungen" (pending email invitations) section and delete them there via "Einladung zurückziehen" (withdraw invitation).
The roles
| Role | In short |
|---|---|
| "Inhaber" (owner) | Requested the workshop — always has the same rights as a workshop manager |
| "Werkstattleiter" (workshop manager) | Full rights incl. deleting, managing staff and business details |
| "Mechaniker" (mechanic) | Creates and edits service entries, manages components |
| "Service-Assistent" (service assistant) | Plans appointments/service plans and views customer vehicles — without service entries |
Rights in detail
You can also show this overview in the invite dialog via "Welche Rechte hat welche Rolle?" (which rights does which role have?):
| Right | Werkstattleiter | Mechaniker | Service-Assistent |
|---|---|---|---|
| Create service entry | Yes | Yes | – |
| Edit service entry | Yes | Yes | – |
| Delete service entry | Yes | – | – |
| Create & change appointments/service plans | Yes | – | Yes |
| View customer & vehicle data | Yes | Yes | Yes |
| Internal notes (customer/vehicle) | Yes | Yes | Yes |
| Accept/reject share requests | Yes | Yes | Yes |
| Edit customer & vehicle data | – | – | – |
| Manage staff | Yes | – | – |
| Edit workshop business details | Yes | – | – |
Good to know:
- The "Inhaber" has the same rights as a "Werkstattleiter" everywhere
- Components count like service entries: creating/mounting is allowed for workshop managers and mechanics, deleting only for workshop managers
- Executing a service plan counts as "creating a service entry" and is therefore also allowed for mechanics
- Customer and vehicle data can never be edited by anyone in the workshop — it belongs to the customer
Changing a role
The "Inhaber" and "Werkstattleiter" can change a member's role directly in the member list via the dropdown. The owner's role and your own role can't be changed.
Removing a member
- In the member list, click the trash icon next to the member
- Confirm the "Mitglied entfernen?" (remove member?) dialog with "Entfernen" (remove)
The person then loses access to the Workshop Portal.