Published Last updated Written and reviewed by the Resale Intelligence team
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Invite staff by email from the Team page, choosing their role and branches. They accept from the email link. Pending invitations count as plan seats.
- Who can do this:
- Owner, Store Admin (role defaults; the owner can change them)
Give every staff member their own account. The system then knows who did what, and you can give access that fits each job. You invite by email and staff accept from the link in that email.
Before you start
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You need the Manage team and permissions permission, held by default by: Owner, Store Admin.
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Get each staff member's own email; never share one email.
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See what each role can do in Store roles: what each can and cannot do.
Invite a staff member
Open Team and tap Invite team member.
Enter the staff member's Email.
Choose the Role that fits the job; cashier is the default.
Choose Branches. With none chosen, the person can work at every branch.
Tap Send invitation.
How staff accept
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Open the invitation email and tap Accept invitation.
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Without an account, tap Create an account to join. With one, sign in using the same email the invitation went to.
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Tap Accept and join store.
They can use the store straight away with the role and branches you set. If their role needs 2FA, the system asks them to set it up within the grace period; see Who must use 2FA and how long they have.
Invitations not yet accepted
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They are on the Pending invitations card with their expiry date.
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An expired invitation must be sent again. A new invitation to the same email cancels the old one automatically.
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Tap Cancel if you sent one to the wrong person.
Users included in your plan
Active team members and pending invitations count as plan seats. The free plan includes 2 users. If you can't invite more, cancel unused invitations, suspend accounts nobody uses, or upgrade; see Can't add staff or branches: plan limit.