Managing Warranty Team Members

Your team members are the people who receive, review, and act on service requests in WarrantyOS. Managing your team well — including keeping titles accurate, setting up the right notification preferences, and understanding how assignments work — helps make sure the right people are on the right requests.

This article covers:

Team members are invited the same way you do it in Operator. See this article.

Team members can update their display title by clicking their profile picture and selecting Settings. Keeping titles accurate helps homeowners and team members know who they're communicating with.

You can also change titles by editing their profiles as you do in Operator. See this article.

Every action a team member takes in WarrantyOS is logged in the History tab — on properties, service requests, and work orders. This includes assignments, status changes, messages sent, and vendor notifications.

This creates an automatic audit trail without any extra work from your team.

Team members can customize how they receive notifications — including choosing between push notifications and email — by updating their own account settings. See this article.

This is useful for team members who want to stay informed without being overwhelmed, or who primarily work from a mobile device in the field.

When a team member is assigned to a service request, they're automatically added to the property's team and message thread. This means:

Keeping assignments up to date ensures the right people are looped in — and no one is left out of an important conversation.