Skip to main content

Managing Your Team

Ryan Lysa avatar
Written by Ryan Lysa
Updated over 2 months ago

Managing Your Team

Add team members with different permission levels.

Team Roles

Owner

Full access to everything:

  • All dashboard features

  • Billing and payouts

  • Team management

  • Account deletion

Manager

Operations access:

  • View all orders

  • Manage menus and plans

  • Issue refunds

  • Customer communication

  • Cannot: Change billing, add team members

Chef

Kitchen-focused access:

  • View orders

  • Update menu items

  • Mark orders as prepared

  • Cannot: Access financial data

Staff (Future)

Limited access:

  • View assigned orders only

  • Update order status

  • Cannot: Modify menus or pricing

Inviting Team Members

  1. Go to Settings → Team

  2. Click Invite Team Member

  3. Enter email address

  4. Select role

  5. Click Send Invitation

Team member receives email with setup link.

Managing Permissions

Change a team member's role:

  1. Go to Settings → Team

  2. Find team member

  3. Click Change Role

  4. Select new role

  5. Save changes

Removing Team Members

  1. Go to Settings → Team

  2. Find team member

  3. Click Remove

  4. Confirm removal

Their access is revoked immediately.

Activity Log

Track team actions:

  • Who made changes

  • What was changed

  • When changes occurred

Available in Settings → Team → Activity Log

Did this answer your question?