Understand roles
Compare access for Owners, Managers, and Staff.
Invite someone
Add a person by email or phone.
Join your team
Finish your account with an invitation.
View details and performance
Review contact details, sales, and tip shares.
Edit profile details
Update a name or shared profile note.
Change a role
Update shop access as responsibilities change.
Move someone to another shop
Transfer membership using the mobile app.
Remove shop access
End membership without deleting the account.
Understand team-list access
Separate reading the list from managing the team.
Assign unallocated tips
Distribute the full tip between eligible team members.