Invite a team member and set their permissions

Add people to your business and control exactly what they can see and do.

Open Team & Roles

Go to Team. The Members tab lists everyone with access; tap Add Member to bring someone in.

Pick the person and role

Choose an existing HR employee or invite by email, then pick a role (e.g. manager, cashier, accountant) that fits their job.

Scope their access

Assign them to a company (entity) and a branch if they should only work in one place. Fine-tune what the role can see and do under the Roles tab — changes apply right away.

They accept and join

The person accepts the email invite, sets a password, and signs in with exactly the access you gave them.