Invite your team and choose what they can see

Every staff member gets their own login. You choose which sections of the menu and which brands they can see.

Add a staff member

1. Go to People → Staff.
2. Click + New staff.
3. Choose how they'll sign in: - Set a password: type a Username and Password (at least 8 characters). Share them with the person yourself. - Email them an invite: we email them a secure link to set their own password.
4. Add their Display name and Role. You can also add email, phone, wage and hire date.
5. Pick a Permission set, or tick the boxes under Sections they can see. Use All or None to go faster.
6. Under Brands they can see, leave all brands ticked for a full-account login. Tick only some brands for a manager who should see just their location.
7. Click Create login.

The password you set isn't shown again. To reset it, remove the person and add them again.

Build permission levels

Permission levels save time when many people need the same access.

1. Click the gear icon at the bottom of the sidebar, then Team Access.
2. Start from a template: Manager, Shift Lead, Barista / Staff, Kitchen / BOH, Marketing or Viewer. Or click + New level to make your own.
3. Save it. Then assign it to someone on People → Staff.

You can also open these from Permission sets on the Staff page.

Change or remove access

1. Go to People → Staff and find the person. Use Search name / role / username if your list is long.
2. Click Edit to change their sections, brands or permission set, then Save.
3. Click Remove to take away their login.

Tip

Once your team is in, they can use Inbox & Work → Team Chat to message each other. See Work together: tasks, Team Chat and files.