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Account and team

Team members and roles

Invite your staff so they can print placards, check leads, and keep offerings up to date. Manage your team in Settings.

Roles

OwnerStaffCollaborator
View dashboard, placements, and offeringsYesYesYes
View leadsYesYesYes
Edit store, placements, and offeringsYesYes
Invite and manage team membersYesYes
View billing and subscriptionYesYes
Change billingYes
Transfer ownershipYes
  • Owner: full access, including billing. Exactly one per store.
  • Staff: can edit everything and invite others. Billing is view-only.
  • Collaborator: view-only, including leads. No billing access.

Invite someone

1

Open your team

In Settings, find your team.

2

Enter their email and pick a role

Choose Staff or Collaborator.

3

They accept

They get an email and must accept the invite to join your store.

Transfer ownership

The owner can hand ownership to another team member. The previous owner becomes staff.