Add your team

Team lists everyone in your business. Owners and managers add people.

Two kinds of people

• People who use the back office (managers, accountants): they get an email invitation, set a password and sign in with their email.
• Till staff (cashiers, waiters, kitchen): they don’t need an email. They sign in on tills with a PIN.

Invite someone by email

1. Open Team and choose Invite by email.
2. Enter their Name and Email, choose a Role and the Outlet (or All outlets).
3. Choose Send invitation. They get a link that works for 7 days.

You need a confirmed email address to invite people. On the Team list you can send an invitation again or cancel it.

Add till staff

1. Choose Add till staff.
2. Enter their Name, a PIN, their Role and Outlet.
3. Choose Add staff member, then tell them their PIN.

Roles

Role	Can
Owner	Everything, including plan, billing, modules and integrations.
Manager	Run the outlet: menu, stock, team, rotas, voids, refunds, reports.
Cashier	Sell, take payment, discount, open and cash up the drawer.
Waiter	Take orders and serve tables, take bookings.
Kitchen	Kitchen screen, stock counts and waste, recipes without costs, making batches.
Accountant	Billing, reports, cash-ups, variance, payroll.

People only get roles whose permissions you have yourself, so a manager can’t make an owner. Nobody can change their own role, and a business always keeps at least one owner.

Change or remove someone

Open them on Team to change their role, outlets or PIN, or suspend them. Their past orders and shifts keep their name.