Invite your team

Everyone signs in to the same admin. Owners and admins see everything; staff get a trimmed, phone-friendly view built around the day's jobs. Add people from the Team tab.

Add someone

1. 1Open the Team tab in the sidebar.
2. 2Choose New and fill in their name and email, plus anything useful like their colour or skills.
3. 3Save. They get an invite email with a link to set a password and join your shop.

Access tiers, and the extras you can grant

• Admin: full control, including shop settings, integrations, billing and who else has access.
• Manager: runs the front desk. Creates, edits, cancels and refunds bookings, prices up quotes, and manages the roster. Cannot change settings, billing, the catalogue or access tiers.
• Staff: sees and progresses their own jobs, with no admin controls.
• No login: on the roster and assignable to jobs, with no sign-in. Right for a weekend casual.

The same editor adds grants on top of a tier. A grant only ever adds; it never removes what the tier already carries.

• Staff can be given Prices up quotes, Takes card payments and refunds, or Answers customer messages, which opens the Inbox for them
• Managers can be given Edits the catalogue or Sees Analytics
• Mobile shops: each person's editor also takes Where their day starts, so Route my day starts their run from home. Private to them once saved: you can set it, you cannot read it back

What staff can see

Staff get Schedule (its Today view is a phone-first list of their jobs in order, each with one big stage action), the Workboard, My roster, My calendar, Bookings, Messages, Notifications and Get the app. Mobile shops also get Routes. They do not see billing, the catalogue or account settings.

Removing someone

• Open the Team tab, find them, and remove them. Access ends straight away.
• The bookings and notes they created stay on the record.
• Someone with a login who is not on the roster shows in their own list on the Team tab; remove their access from there.