Inviting your team and giving them roles

Everyone on your team signs in with their own account. Each person sees and does only what their roles allow.

Invite someone

1. Go to Settings → Team and roles (the People tab).
2. Click Invite people.
3. Enter their Email, and their Name if you like.
4. Choose their Role. See Roles & permissions for what each one can do.
5. Under Where, choose Every branch or Only one branch.
6. Click Send invitation.

They get an email with a link to join. You can also Copy the link or Share on WhatsApp. The link works once, for 7 days, and isn't shown again.

Invitations waiting

Under Invited you'll see who hasn't accepted yet and when their link expires.

• Resend sends a new link (the old one stops working) and restarts the 7 days.
• Cancel stops the link working.

Rules

• You can only invite people with a role whose permissions you have yourself.
• Your plan may limit how many people can be in your team. It's checked when you invite and again when they accept.
• Each email can have one open invitation, and someone already in the team can't be invited again.

Change someone's roles

On the People tab, click Roles next to the person. Add a role (for every branch or one branch) or remove one, then click Done. Someone with no role can't do anything yet.

When someone leaves

Click Deactivate next to them. They can't sign in to your business any more, and everything they did stays. Reactivate brings them back. You can't deactivate yourself or the last active owner.

Lost phone

If someone has lost their phone and can't sign in with two-factor, click Reset 2FA next to them. They sign in with their password and set up their authenticator app again.