Team roles and permissions
Team & support
Invite members and control what they can see and change.
Why roles?
Protect sensitive data (reports, settings, payroll) and split work across accountant, cashier, and admin.
Common roles
Owner has full access. Admin, accountant, cashier, and employee templates differ — permissions can be customized on invite or edit.
Inviting
Settings → Team: send an email invite and choose a role. The member accepts the link and joins the business.
Tip: Only grant settings/team permissions to people who should administer the business.
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