Before you invite
Staff invitations require a Standard plan or above. The Starter plan supports only one user — the account owner.
Step 1 — Go to Staff
Click Settings in the left sidebar, then click Staff.
Step 2 — Click Add staff
Click the + Add staff button in the top right corner.
Step 3 — Enter their details
- Full name — their name as it will appear in reports and activity logs
- Email address — they will receive an invitation to this email
- Role — what they are allowed to do
Staff roles
Admin — full access to everything except billing and plan changes.
Manager — access to all operational features. Cannot manage staff or access settings.
Cashier — POS access only. Can process sales, apply discounts, and print receipts.
Viewer — read-only access to dashboard and reports.
Step 4 — Send the invitation
Click Send invitation. The staff member receives an email with a link to set their password. The link is valid for 48 hours.
Tip: If the invitation email does not arrive, ask the staff member to check their spam folder. You can resend the invitation from the Staff list by clicking the three-dot menu next to their name.