Inviting your team & roles

    Add staff, assign industry-aware roles and control access.

    Everyone gets their own login, so every sale, refund and change is tied to a person. Roles decide what each person can see and do.

    1. Open Staff and choose Invite.
    2. Enter the person's name and email or phone number.
    3. Assign a role — cashier, sales attendant, branch manager, accountant and more (roles vary by plan and industry).
    4. Choose the branch(es) they work at and send the invite — they set their own password on first sign-in.
    Tip — Give each person the lowest role that lets them do their job. You can promote them later, and sensitive screens (reports, refunds, settings) stay locked down.
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