How do I invite team members and assign roles?

Invite your team from Settings → Team and choose the role that matches their job. Admins can do everything; Staff are limited to the operations tabs you grant them.

You can invite unlimited team members from Settings → Team. Each invite includes a role (Admin or Staff) that controls what the person can see and do once they accept.

Only Admins can invite new team members. Staff users do not see the Team page.

Roles, in plain language

Admin

Admins have full access to everything: clients, billing, integrations, settings, and team management. Use this role for owners, managers, and anyone who needs to configure the account.

Staff

Staff have limited, tab-level access — you choose which tabs (Orders, Inventory, Receiving, Returns, Issues) they can open. Use this role for warehouse pickers, packers, and receivers who only need the operational screens.

How to invite someone

1. Go to Settings → Team.
2. Click Invite Team Member.
3. Enter their email address and select Admin or Staff.
4. If you chose Staff, check the boxes for the tabs they should access (e.g., Orders and Receiving).
5. Click Send Invite. They'll get an email with a link to set up their password.

You're done when…

The invited person appears in your Team list. Their status will show "Pending" until they accept the invite, then change to "Active."