Managing your team
Team members are people who log in to the dashboard. Give each one a role and the locations they may work with.
Invite a team member
- Open Team and click Invite staff member.
- Enter their first name, optional last name and email.
- Choose a Role: Staff, Manager or Owner. Only owners can invite other owners.
- For staff and managers, pick the Locations they should access. Leave it empty to grant the default location. Owners automatically have access to all locations.
- Send. The person receives an email link to set their name and password. Links are valid for 7 days.
Roles
| Role | Access |
|---|---|
| Staff | Read-only view of the dashboard, appointments, services and staff at their locations. |
| Manager | Everything staff can see, plus creating and editing services, staff, appointments, inventory, expenses, settings and the customizer, and viewing revenue. |
| Owner | Full access, including locations, roles, billing and webhooks. |
Edit members
Each row has actions to edit the name, edit locations, change role and remove member. Changing roles and removing members are owner-only. Removing someone revokes their access immediately; their personal account and any other businesses they belong to are untouched.
Good to knowA business must always have at least one owner. The last owner cannot be demoted or removed.
People in more than one business
Someone who belongs to several businesses is asked which one to open after signing in, and can switch later from the account menu.
TipA team member is a login; a staff member is a bookable profile. Many people need both. Invite them here and add them as staff at each location they work in.