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Feature Guide

User & Access Management

Invite your team and control what each role can see and do.

What it does

Invite team members and control what each role can see and do within a business — owner, admin, manager, staff.

Why it matters

Not everyone on a team should see financials or be able to edit orders; role-based access keeps visibility matched to responsibility.

How to use it

  1. Open Users from Team & Growth.
  2. Invite a team member and assign their role.
  3. Adjust role or remove access any time.

Main buttons and actions

  • + Invite User
  • Change Role
  • Remove Access

Example workflow

  1. Invite a team member once.
  2. Their role determines which nav sections and actions they can access from then on.