Adding your team
Invite staff, give each person the right role, and remove access when someone leaves.
Each person gets their own login and a role that controls what they can see and change. A front-desk employee doesn't need billing, and a coach doesn't need your revenue reports.
Inviting someone
- Open App settings and go to the team section.
- Select Invite, then enter the person's work email.
- Choose their role.
- Send the invite. They get an email with a link to set their password.
When someone leaves
Remove their access on their last day. Their past changes stay in the activity log under their name, so you keep the record of what they did.
Tip
Give each person the smallest role that lets them do their job. You can change a role at any time.
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