Recommended for: Owners and admins Time to complete: 5 to 10 minutes
Invite team members with the right role and branch access from the start. This reduces login issues and keeps permissions under control.
Before You Invite Someone
Decide:
which role they need
which branch or branches they should access
whether they need dashboard access, EPOS access, or both
Steps
Open the staff or team management area in the dashboard.
Choose the option to invite a new team member.
Enter their email address and basic details.
Select the correct role.
Assign the correct branch access if required.
Send the invitation.
Role Selection Tips
Use Owner only for a very small number of people.
Use Admin for trusted operational leads.
Use Manager for branch-level oversight.
Use Staff for day-to-day order handling.
After Sending the Invite
Confirm:
the invite went to the right email address
the branch access is correct
the user can sign in and see only what they should see
Common Mistakes
giving owner access when admin is enough
forgetting branch assignment for branch-scoped users
inviting a user before the branch is ready