Team: add staff, access roles, levels

Add a team member

1. Open Team → Team in the sidebar (only the owner can change the team).
2. Press Add team member.
3. Enter Name and choose the Access role: Staff, Cashier or Manager.
4. Optional: Email — we email an invitation to set a password. Without email the person uses the Kiosk PIN only.
5. Optional: a 4–6 digit Kiosk PIN, Job title and Staff level. Keep Takes appointments on for people customers can book.
6. Press Save.

What each access role can do

• Owner: everything — settings, billing, payroll approval, exports, all branches.
• Manager: runs their branches — appointments, checkout, customers, services, stock, expenses, team and payroll review; approves refunds and discounts up to a limit. No settings or billing.
• Cashier: checkout, payments, cash drawer, appointments and basic customer details; refunds and large discounts need approval.
• Staff: own appointments, customers they serve, performance and payslips. Can't take payments.

Levels and performance roles

1. In Team open the Levels & roles tab.
2. Staff levels (e.g. Junior, Senior, Director) are used by commission rules, level surcharges and pay. Press Apply preset for your business type or Add level.
3. Performance roles (Lead, Assistant, Sales …) split a sale between people. Press Add role to add one.
4. Press Save changes. Every save is a new version; past payroll keeps the level it used.
5. To change someone's level, edit the member, pick the new Staff level and the date it starts.

Remove a team member

1. Click the person in the list and press Remove.
2. If they already have appointments or sales they are deactivated instead, so your history stays intact.