Team members are available on Premium (up to 5) and Professional (unlimited) plans.
Inviting a team member
- Go to Settings → Team & roles
- Click Invite member
- Enter their email address and choose a role
- On Professional plans, choose location access (all locations or specific ones)
- Click Send invite
Roles
Who can invite whom
- Owners can assign any role, including Owner
- Admins can only invite Staff or Viewer
Managing team members
From the Settings → Team & roles page, you can:- Change a role – use the role dropdown next to any member
- Remove a member – click the remove icon (their access is revoked immediately)
- Resend an invite – click the envelope icon on any pending invite
- Transfer ownership – Owners can transfer the Owner role to another member
Location-based access
Location scoping requires the Professional plan with multi-location set up.
- All locations – access to every current and future location
- Specific locations – select one or more locations from a checklist