Invite a teammate

This guide shows how to give a colleague access to the cabinet. You choose their role and the part of the business they can see; they receive an email, set a password and can start working.

Before you start:

• You need the Owner role.
• If the teammate should only see part of the business, set up the brands or location groups first — scoping by them is easier than by single locations.

Steps

1. Open Other → Users and click Invite user.
2. Enter the teammate's Full name and Email.
3. Choose a Role: Owner, Manager or Viewer. The description under the field explains what the role allows.
4. For a manager or viewer, set the Access scope: pick Brands, Groups or Locations and tick the items they should see.
5. Click Send invite.

An Invite sent confirmation appears, and the teammate shows up in the list with the status invited.

What the teammate does

1. They open the invitation email and click the secure link.
2. They set a password and land in the cabinet.
3. From then on, every sign-in is confirmed with a one-time code sent to their email — see Two-factor authentication.

Check that it worked

When the teammate accepts the invitation, their status changes from invited to active, and Last active shows their latest visit.

Troubleshooting

• "Select at least one …". A manager or viewer needs at least one brand, group or location. Tick one, or choose the Owner role.
• The invitation email didn't arrive. Ask the teammate to check spam, then use Resend invite in the row menu. Check that the email address is correct; if not, Revoke the invitation and send a new one.
• The teammate sees "No access yet" or empty screens. Their scope is empty. Use Edit access to select brands, groups or locations.

Related

• Users
• Two-factor authentication
• Assign reviews to teammates