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Team and access

Setup › Team & access. Owners and admins can manage everyone. Brand admins can manage people in their own brand.

The easiest way to add a person.

  1. Under Invite by email, enter their Email.
  2. Choose their Access: One brand, or Organisation admin (all brands).
  3. For one brand, choose the Brand and their Role.
  4. Select Send invitation.

They receive an email with a link to set their name and password. Until they accept, you can Revoke the invitation.

Select Create user, then enter a Full name, Email address and a Temporary password. This creates organisation membership only: it does not give access to any brand. Give them access next.

Select Assign to brand, choose the Organisation user, the Brand and a Brand role:

  • Brand admin
  • Editor / Accountant
  • Bookkeeper
  • Read only

See Roles and access for exactly what each can do.

Find the person in the list (use Filter by brand to narrow it) and select Manage access. You can change their role or choose Remove access. Only owners and admins can manage a brand admin.