Add and Manage Your Team

Give each person their own login

Shared logins make mistakes and security problems harder to trace. Invite each teammate separately from People, then Team.

Step 1: Choose a suitable role

• Owner: full responsibility for the business and its most sensitive settings.
• Admin: broad day-to-day management without transferring ownership.
• Member: operational access for assigned work.
• Viewer: read-only access where available.
• Sales: selling and customer-facing work.
• Finance: financial records, payouts, and reconciliation.

Step 2: Invite the person

1. Open People, then Team.
2. Choose Invite and enter the person’s work email.
3. Select the smallest role that still lets them do their job.
4. Ask them to accept the invitation using their own account.

Step 3: Review access regularly

Update roles when responsibilities change and remove leavers promptly. Pay particular attention to Settings, customer information, POS, refunds, Financials, and Payouts.

Frequently asked questions

Who should complete payment verification?

An Owner, Admin, or authorised Finance team member who can provide accurate legal and bank details.

Why can’t a teammate see a menu item?

Their role may not include it. Confirm their responsibilities before increasing access.

What to do next

After inviting your team, share the POS guide and the order management guide with the people who need them.