- Go to Account, then Users.
- In Invite someone, put in their Email address.
- Choose a Role.
- Choose Send invitation.
They get an email with a link. Opening it signs them in and puts them straight into the account. The link is good for seven days, and you can revoke an invitation from the same page before it is used.
The two roles
- Administrator: full access. Loyalty Programs, card design, customers, reports, billing and users.
- Team Member: the scanner. They can look up a card, add a stamp and spend a reward, and nothing else.
A Team Member cannot see your reports, your billing, your customer list or your business settings. That is usually what you want for someone working a shift, and it means handing over the scanner is not handing over the account.
Changing your mind
The same page lists everyone with access. You can change someone's role or remove them, and removing them signs them out everywhere at once. You cannot change or remove your own access, so ask another Administrator if you need that.
Free and Pro both include up to ten account users, you included. A pending invitation counts towards that until it is accepted, revoked or runs out, so revoke any you no longer need.