Inviting and managing team members

Team management lives under Team in the dashboard and is owner-only.

Inviting someone

Under Invite a team member, enter their email and pick a built-in role: Location manager, Team leader, Cashier, or Bookkeeper. (There is only one shop owner per workspace; ownership is transferred out-of-band.)
The invite is emailed to them and shows as Pending with an expiry date.
When they accept, they appear in the member list with their role.

Pending invites can be revoked before they are accepted; expired invites simply stop working and can be re-sent as a fresh invite.

Changing a member's role

Open the member from the team list and set the new role. The change takes effect immediately. You can also attach a custom job (Team → What each job can do (custom jobs are at the bottom)) to add specific permissions on top of a member's built-in role.

Removing a member

Removal is immediate: their access ends on every gated surface the moment you confirm — the next request they make is refused. The owner cannot remove themselves — ownership transfer is handled through support.

Adding back a removed member

Removing someone is not a one-way door, and re-adding them never means starting over. Removed members appear in a Removed members section on the Team page (shown to the owner whenever there is someone to add back), each with the role they held when removed.

Add back brings a person back exactly as they were: same role, same location access, same custom job. Nothing is re-typed and no new invite is sent — their access returns the next time they use the dashboard. Employee sign-ins come back the same way.

A few rules to know:

To bring someone back in a different role, add them back first, then change the role from the member list.
Adding someone back fills a seat like any other member, so it is refused if your plan's seat limit is already reached.
If the person was since re-invited and is active again, adding them back is refused — change their role instead.

Auditing

Invites, role changes, removals, and add-backs are all recorded in your audit trail, so you can always answer who changed what and when — see Reading your audit trail. Removing or adding back a member also sends a security alert email, because access changing hands is worth an out-of-band record.