Members
People who share your company’s data are members. Invite them and products, stock and transactions are shared in real time.
Adding, deleting and changing roles is for administrators.
Inviting someone
- Open “Other” → Members.
- Choose Invite new member.
- Enter their name, email address and role (administrator or staff).
- Press Send invitation email.
They receive an email containing a temporary password. They can sign in with it straight away and set their own password afterwards in account settings. → Signing in and your account
Invited people must not “sign up”
Signing up creates a separate company and they won’t see your data. Make sure they sign in with the temporary password from the invitation.
Two roles
| Can do | Administrator | Staff |
|---|---|---|
| Register and edit products, stock, transactions and clients | ○ | ○ |
| Edit company information | ○ | × |
| Delete products | ○ | × |
| Register, edit and delete members | ○ | × |
| Register, edit and delete payment methods and paid plans | ○ | × |
| Generate AI suggestions | ○ | × |
Staff can do everything involved in daily work. The only restrictions are company settings and billing, so staff is the right role for people on the floor.
Changing details
Name, email address and role can be changed later.
- You can’t change your own role. Ask another administrator.
Removing someone
When someone leaves, delete them from the list.
- They can no longer sign in.
- The transactions they recorded remain, including their name as the creator.
- You can’t delete yourself. To close your own account, use withdrawal.
How many members?
Your plan sets the limit. If you run out, upgrade or use the add-on to increase it. → Plan
When something goes wrong
- The user limit has been exceeded … You’ve hit your plan’s limit.
- You cannot change your own role … Ask another administrator.
- This email address is already registered … That address is already in use.
- Insufficient permission … Member management is for administrators.