Invite someone
1
Choose Invite Team Member
2
Enter their email address
3
Choose the workspace role
- MEMBER (Standard Access) — permissions come from the role you give them at each store.
- ADMIN (Workspace Control) — full control of the business.
4
Send Invite
They get an email, set their own password, and land in your business.
The two layers of access
This trips people up, so it is worth being precise:1
The workspace role
Owner and Admin can do everything in the business. Permissions do
not restrict them.
2
The store role
A Member gets a role at each store — Store Manager, Employee, or one you
made — and that role’s permissions decide what they can do there.
Removing access
Remove the person from the team list. Their history — the counts they did, the adjustments they made — stays in the ledger, because that record is what makes the ledger worth having.Your plan sets how many team members you can have. See
Billing and plan.