Team roles and permissions

The four roles

• Owner — full access to every business, plus billing and deleting the account.
• Admin — full access to all businesses, the same as the Owner except deleting the account. Only the Owner can add Admins.
• Manager — access to reviews, analytics, coupons and customers for the businesses they are assigned to. Managers can add Staff.
• Staff — counter work for their assigned businesses: loyalty punches, coupon validation and viewing reviews. No settings access.

Managers and Staff only see the businesses they are assigned to. Email-code two-step verification (MFA) is on by default for business users.

Invite a team member

1. Click your name in the top-right corner and choose Team Management.
2. Find the business under the per-business section and click + Add Member. (To add an account-wide Admin, use + Add Admin under 👑 Account-Wide Roles.)
3. Enter their Email Address and choose a Role (Manager or Staff). Only the Owner can invite Managers.
4. Optionally limit them to certain branches under 📍 Location Access (leave empty for all).
5. Click Add Member. They get an invitation email and are added when they sign up; until then the invite shows Invitation sent · Waiting for signup.

Remove access

• Cancel a pending invitation with Cancel.
• Remove a member from a business with the remove button on their row.

Team members are not available on the Starter plan, which is owner-only. Compare team limits on plans and pricing.