Staff roles and permissions

Add your team from Business → Team. Only the owner can open this page and manage the subscription. You can have up to 3 team members on Solo, as many as you like on Growth and above.

Roles

• Owner: everything, including the team and the subscription. There is one owner per account; it is not a role you can give to a member.
• Manager: customers, messages, statistics and card settings. Not the team, not the subscription.
• Cashier: stamps and gives rewards. Nothing else; lands straight on the Stamp screen. Customers' phone numbers are hidden from them (only the last four digits show).
• Custom: start from a role, then remove or add access.

Access you can grant

• Stamp customers: the Stamp screen.
• Customers: the customer list and sheets, live activity (two sub-areas).
• Card design & QR: the card studio, the poster and the shop screen (two sub-areas).
• Marketing: broadcasts, notifications, automations, referrals (four sub-areas).
• Analytics: the figures and the achievements.
• Settings: My business, Locations, Rewards and rules.

These rights are checked on every action, all the way down to the database: hiding a menu is not the only protection. An employee without an access cannot get around it.

What stays with the owner

• Business → Team, and the subscription, invoices and cancellation part of Account and subscription.
• My card → Sign-up form: the sign-up form and the text about data.
• The customer export (the Export button on the Customers page): it hands over the whole customer file.
• The "To validate" tab of the Stamp screen, where the team's stamps are approved.
• The "Who's scanning?" block of My card → Rewards and rules.
• The e-mail reports (Account and subscription → E-mails).

Add someone

1. Business → Team → Add an employee. (The "Invite" button creates an invitation link instead.)
2. Enter their e-mail address (their name is optional). They receive an e-mail, choose their own password and land on what you allow. The e-mail link is valid for 1 hour: if it expires, create the account again with the same address.
3. Choose their access: "Cashier", "Manager" or "Customize" (you then tick the sections, and their sub-accesses, that the person can open). Afterwards, the Role column of the table switches a member to Cashier or Manager in one click, and "Customize" sets the access one by one.
4. If you have several locations, tie them to one: they will stamp only there.
5. Invitations stay in "Pending invitations" until they are accepted.