Overview
Go to Settings → Team to see everyone on your account. Each person has one role for the whole account. You can also give people extra roles in a single shop.
Your plan sets how many team members you can add.
Invite someone
- Open Settings → Team.
- Click Invite Member.
- Enter their email and name, and pick a role.
- Send the invite. They get an email to join your account.
Account roles
Owner
The person who created the account. Can do everything. The Owner cannot be removed or have their role changed.
Admin
Can do everything, including managing the team, the plan, billing and API keys.
Manager
Can create, edit and delete across the account, including the plan, billing and API keys. Managers also run Attendance and can refund orders. Managers cannot manage the team.
Member
Can view, create and edit, but cannot delete anything. Cannot change the plan, billing or API keys. In the invite list this role appears as Marketer or Agent. Both work the same way today.
Viewer
Read-only. Can look at data but cannot change anything.
Worker
A login for staff who only clock in and out. Workers see their own hours, shifts, leave and payslips in the worker portal. They never see your dashboard and do not use a team seat.
You give someone a Worker login from their employee record in Attendance, not from the Team page. Read the Attendance guide.
Shop roles
Shop roles apply to one shop only. They add to a person's account role and never take anything away. For example, a Viewer with the Orders role can work that shop's orders. To set them, open your shop under Workspace, go to its Settings, and use the Store team card. Invite people on the Team page first.
Manager
Runs the store: orders, catalog and settings.
Orders
Gets every new order and can work it.
Delivery
Gets the out-for-delivery email with the address.
Catalog
Can add and edit what is sold.
Waiter
Food shops only. Serves tables, answers waiter calls and settles bills.
Kitchen
Food shops only. Works new orders on the kitchen board.
If a shop has exactly one Orders person, new orders are assigned to them automatically. Only an Owner, Admin or Manager can change the store team.
Manage your team
The Owner and Admins can do these from Settings → Team.
Change a role
Pick a new role for any member except the Owner.
Resend an invite
Send the invite email again to someone who has not joined yet.
Suspend or reactivate
Pause someone's access without removing them.
Remove a member
Take someone off your account when they leave.
Give each person the lowest role that lets them do their job. If someone only needs to look, make them a Viewer.