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DocumentationUser & Access Management

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, cashier, kitchen, and employee — with per-user custom permissions on top of the role preset.

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, and per-business assignment means a manager at one location can't see another's numbers.

How to use it

  1. Open Users from the Administration section.
  2. Invite a team member and assign their role preset per business.
  3. Override individual permissions where the preset isn't quite right.

Main buttons and actions

  • + Invite User
  • Change Role
  • Edit permissions
  • 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.
  3. Adjust the preset or individual permissions as responsibilities change.