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A staff member cannot access the account

Troubleshooting

Invitations, roles and the two things that quietly shut somebody out.

The invitation did not work

  • An invitation is good for seven days. After that an Administrator sends a new one from Account, then Users.
  • It has to be opened by the address it was sent to. Forwarding it to a different address will not work.
  • Each invitation can be used once.

They are in, but cannot see something

That is probably the role rather than a fault. A Team Member gets the scanner and their own account details, and nothing else: Loyalty Programs, Card Design, Customer Cards, Reports, Billing and Users all refuse them with a note saying to ask an Administrator. If they need one of those, change their role on the same Users page.

Nobody can get to anything

If everyone sees a message about the account being limited until billing is updated, this is not a permissions problem. Somebody with Administrator access needs to open Account, then Billing. The scanner and sign-ups stop in that state, and nothing is deleted.

You cannot invite anybody else

An account can have up to ten users on Free and Pro alike, and a pending invitation takes one of those places until it is accepted, revoked or runs out. When all ten are taken, the Users page says so instead of showing the invite form. Remove somebody who no longer needs access, or revoke an invitation that has not been used, and the form comes back.

Removing somebody signs them out everywhere at once, so if a person keeps losing access, check they have not been removed and re-invited under a different address.

Still stuck?

If none of this covers it, send us a message and a person will reply. Tell us what you were doing when it went wrong, and we can usually sort it in one message.

So we can reply. We use it for nothing else.

Optional. Handy if it is quicker to talk it through.

A few words, such as: stamps not showing on a card.

What you were doing, what you expected, and what happened instead.