Team and access
Setup › Team & access. Owners and admins can manage everyone. Brand admins can manage people in their own brand.
Invite someone by email
Section titled “Invite someone by email”The easiest way to add a person.
- Under Invite by email, enter their Email.
- Choose their Access: One brand, or Organisation admin (all brands).
- For one brand, choose the Brand and their Role.
- Select Send invitation.
They receive an email with a link to set their name and password. Until they accept, you can Revoke the invitation.
Create a user yourself
Section titled “Create a user yourself”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.
Give access to a brand
Section titled “Give access to a brand”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.
Change or remove access
Section titled “Change or remove access”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.