Team members and roles

Invite a team member

Open Operations › Team members and click Invite member. Fill in:

• Name, Last name and Email: the invite is sent to that email.
• Code: a 4-digit pin used to sign in on a device.
• Role.
• Locations: which locations they can access for the time clock and their shifts.
• Contracted hours / week: informative only, for shift planning.

Click Send invite. Each member has a status: Pending, Active or Disabled. When you edit a member you see whether their email is verified and, if not, you can click Resend code.

Team members versus dashboard users

Team members are your staff: they use their code on the devices, clock in and get shifts. They are managed in Operations › Team members.

The people who sign in to the dashboard are users and are managed in Settings › Users. They are two separate lists.

Create roles and change several members' role

In Operations › Team members, click Roles and then Create role. Give it a name and turn on what it can do, grouped into Cash management, Payments, Operations and Settings: for example open or close the cash drawer, do refunds, apply discounts or link devices. Click Save role.

To change the role of several members at once, select them in the list, click Change role, pick the role and click Apply.

Disable, export and discount QR

In Operations › Team members, open a member's menu:

• Disable: they lose access immediately. Activate gives it back.
• Generate QR: creates a QR with a staff-type discount for that member, which you can copy or download.

With Export CSV you download the member list with their role, code, status and date added. Use the Status filter to see Active, Disabled or All.