Team access & employees
Employees defines who can sign in and what each role can see. Permissions gate sidebar areas and sensitive financial tools.
Overview
Employees defines who can sign in and what each role can see. Permissions gate sidebar areas and sensitive financial tools.
When to use this
Onboard staff, adjust roles after promotions, or troubleshoot “missing menu” reports.
Step-by-step
- Open Employees from the sidebar.
- Add or edit a user, assigning the narrowest role that still covers their job.
- Use Manage employee for PINs or advanced fields your brand requires.
Tips & best practices
- Prefer one topic per service request when debugging access—list the missing route and a colleague who has access.
Common issues
User cannot see Orders
Compare their role to a working user; update permissions or inherit from a template your organization uses.