Team members are available on Premium (up to 5) and Professional (unlimited) plans.
Inviting a team member
- Go to Settings → Team
- Click Invite
- Enter their email address and choose a role
- On Professional plans, choose location access (all locations or specific ones)
- Click Send Invite
Roles
| Role | What they can do |
|---|---|
| Viewer | Read-only access to reports and dashboard |
| Staff | Create and redeem vouchers, view balances and history |
| Admin | Everything Staff can do, plus: void vouchers, manage settings, manage integrations, invite/remove Staff and Viewers |
| Owner | Full access including billing, account deletion, data export, and ownership transfer |
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 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
Plan limits
| Plan | Team members |
|---|---|
| Lite | 1 (owner only) |
| Premium | Up to 5 |
| Professional | Unlimited |