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Team and roles

Owner

Invite cashiers, managers, and a book person. The plan’s seat limit applies. You cannot invite another owner from this screen.

Who uses this​

The owner, when someone new needs a till or books access, or when you take access away.

What you need first​

  • Owner sign-in
  • An open seat on the current plan

Steps​

1. Open Team​

On Organization, open the Team tab. Invite by email. Pick cashier, manager, or accountant. Assign locations. Invite links work once and only for that email. Do not paste them into a group chat.

You cannot invite an owner here. Promoting someone to owner is a platform-admin action.

Organization Team tab with staff and shop access.
Organization Team tab with staff and shop access.

2. Check the plan​

Each accepted invite uses a seat. If the plan is full, the invite is refused. Ask support or upgrade before you add more people.

What done looks like​

  • Invited people show the right role after they accept.
  • No second owner appears from a public invite.

Common mistakes​

  • Do not share the owner password. Send an invite.
  • A cashier with no shop assigned cannot start a sale.
  • Do not invite an accountant on a stall plan unless you mean to give them the books.