Invite a Teammate
Add someone to your business: name and email, one role, the modules and permissions they need, and the centers they may see.
Navigate to: Settings → Team → Team → Add New User
Adding a user is four decisions: who they are, what role they hold, what they may do inside it, and which locations they may see. Get the fourth one wrong and they either cannot work or can see more than they should — so it is worth reading the center section below even if the rest is obvious.
Only Administrators and the Super Administrator can add users.
Who They Are
| Field | Required | Details |
|---|---|---|
| Full Name | Yes | How they appear across the app. |
| Yes | Their sign-in address. It must be unique — an address already attached to this business cannot be added twice. |
You can add several people in one go with + Add another user. Everyone in the batch receives the same role, the same permissions and the same centers — so batch people who genuinely do the same job, and add anyone different separately.
What Role They Hold
Every user holds exactly one role. Switch between System role and Custom role and pick from the list.
| Choice | What it means for this step |
|---|---|
| Administrator | Every module, every permission and every center are granted automatically. Nothing further to configure. |
| Supervisor | You tick the modules, per-feature permissions, access scopes and centers yourself. |
| Staff | Self-service only. They see their own records in the People features you grant, and never Reporting. |
| A custom role | Brings its own permissions, which the panel shows read-only. You still choose the centers. |
If none of the system roles fits, build a custom role first, then come back here.
What They May Do
For Supervisor and Staff, tick the modules this person needs, then set each feature's permissions: Create, Read, Update, Delete, Approve. Each feature also carries an Access Scope — Own Records Only, Department Records, or All Records.
Grant the narrowest set that lets them do their job. Read-only is a legitimate and common answer.
Approve authorises financial transactions. Granting it widely inside a module effectively removes that module's approval workflow, because anyone can then approve their own work.
Which Locations They May See
Tick each center this person may work in, or use Select All Centers. Administrators receive every center automatically.
An empty center list is never read as "everywhere". A user with nothing ticked cannot see center-specific data at all — documents, stock, journals and reporting for those locations are simply absent. This is deliberate: it is safer for a new user to see too little and ask than to see a location they should not.
Only active locations appear in this list. A center that has been closed, or promoted into its own company, is not offered.
Finishing
The button counts what you are about to do — "Add 1 User", "Add 3 Users".
They appear immediately with the role, permissions and centers you chose, and a Date registered of today.
They sign in with the email you entered.
If You Got Something Wrong
Nothing here is permanent. Edit User reopens the same panel; see Change someone's role. If the person should not have been added at all, deactivate them — their records and history are preserved either way.
Related
- Change someone's role — editing access after the fact
- Team management — the full user list, statuses and actions
- System roles · Custom roles
- POS staff and PINs — for someone who only needs a till