User Roles and Staff Access
Invite team members to the dashboard and control what they can see and do. Roles define access: owner, manager, or staff.
Where to find it: Settings → Team (or Users / Staff)
| Role | Access |
|---|---|
| Merchant owner | All stores. Payments, billing, owner-level settings. Can invite managers and staff. |
| Manager | Their assigned store only. Store settings, menu, hours. Can manage staff for that store. |
| Staff | Daily operations — orders, order fulfillment. Limited to their store. |
What Each Role Sees
Section titled “What Each Role Sees”Merchant owner
Section titled “Merchant owner”- All stores — Switch between locations, see combined data
- Payments — Connect providers, payment settings, payout
- High-level settings — Store details, tax advisor, billing
- Team — Invite and revoke managers and staff
Manager
Section titled “Manager”- Their store only — One location
- Store settings — Menu, hours, order settings, delivery zones, devices
- Staff — Manage staff for that store
- Orders — View and fulfill orders for that store
- Orders — View and fulfill orders for their store
- Daily tasks — Confirm, prepare, complete orders
- Limited — No access to payments, settings, or team management
How to Invite Team Members
Section titled “How to Invite Team Members”- Go to Settings → Team (or Users / Staff)
- Click Invite or Add member
- Enter their email
- Select role — Manager or Staff
- For Manager, select which store they manage
- Send the invite — they receive an email to join
How to Revoke Access
Section titled “How to Revoke Access”When someone leaves:
- Go to Settings → Team
- Find the person in the list
- Click Revoke or Remove access
- Confirm — they can no longer log in
Related
Section titled “Related”- General Settings and Accountant — Store details
- Payment Providers — Connect Stripe, PayPal