Invite a team member
Open Manage Your Staff using an account authorised to manage staff. The screen includes invitations and existing team members. Check the invitation email and the role before sending it.
- Enter the intended person’s email and select the appropriate role.
- Send the invitation and ask them to use that email to accept it.
- Review Team Members after acceptance to confirm access.
An invitation has not worked
Check pending invitations and confirm the email spelling. Ask the recipient to look for the invitation and use the intended account. If replacing an invitation, use the available revoke controls for the old invitation rather than leaving multiple active invitations without a reason.
A team member cannot see a feature
Compare the user’s role with the action they need. Product, staff and settings access can differ by role. An administrator should grant only the access needed for the person’s work. Do not share an owner login as a workaround.
A person leaves the business
Review their access promptly using the available staff controls. If you cannot remove or change access, contact support with the business name, staff email and your authority to manage the business. Keep passwords and passcodes out of the request.