Invite people and control access
Use individual invitations rather than sharing an owner account. A person needs the relevant business, branch and module permissions.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- As the owner, open the team area, add or invite the person and select the intended role and branch access.
- Review the module permissions. Installing an app for the business does not automatically grant all staff access.
- Ask the invited person to accept using the intended account. Recheck access when responsibilities change or a person leaves.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.