Manage the team
Manage the team
What this feature is for
The team settings are where you manage who works in the active restaurant: invite new members, assign a role, and deactivate or reactivate people as your team changes. It keeps access aligned with who is actually on staff.
Who can use it
Owners and Admins manage the team. Staff can see a read-only team list but cannot add or remove members. Viewers do not manage the team.
Availability and required module/permission
Team management is part of the core platform and needs no purchasable module. Adding a member requires the add-staff permission, and deactivating or reactivating a member requires the deactivate permission; both are limited to Owner and Admin.
Prerequisites
None. Team management is available as soon as your account has a restaurant.
Common tasks
- Invite a member: add the person and assign their role.
- Deactivate a member: remove access without deleting the account's history.
- Reactivate a member: restore access for someone who was deactivated.
Screen and field reference
The team list shows each member with their role: Owner, Admin, Staff, or Viewer. Owners have full access, Admins manage staff and settings but cannot act on an Owner, Staff run day-to-day operations, and Viewers are read-only.
Warnings and important constraints
You cannot deactivate yourself, and you cannot deactivate the last active Owner of a restaurant. An Admin cannot deactivate an Owner. Roles apply per restaurant, so the same person can hold different roles in different restaurants.
Troubleshooting guidance
If you cannot deactivate a member, check whether they are the last Owner or whether you are trying to act on your own account. If someone cannot see a screen, confirm their role grants it for this restaurant.