Inviting your team

Give each person their own login, so you can see who did what and decide what each role can touch.

Go to Settings → Users and permissions and press Invite member. Enter their Name and Email and choose their Access: Admin, Manager, Staff or Accountant. Press Send invitation. They get an email with Accept Invitation, which lasts 7 days. They can join with Continue with Google if their Google account uses the invited address, or with a password. If the address already signs in to your shop, the form says so and points you to Change access on their row instead.

Waiting invitations are listed under Invitations, where you can Resend or Cancel one.

For a crew member who should appear on rosters but never sign in, press Add someone who doesn't sign in under Members.

To change someone, open the ⋯ menu on their row (on a phone, tap their row): Edit details for their name, contact details, staff roles and certifications, and Change access for what they can see and change. Only an Admin or Super Admin can change someone's access.

Someone left? Open the ⋯ menu on their row (on a phone, tap their row) and choose Remove from and your shop's name. They can't sign in to your shop any more, and their bookings, trips and the activity log are kept. Remove from your team, for someone who never signed in, deletes their staff profile.

Run the shop alone? Tick It's just me for now on Invite your team in the Home list.