Staff roles and permissions

Invite your team and control exactly what each person can see, from Dashboard → Settings → Team. Only the owner can manage the team and billing.

Roles

• Owner — full access to everything, including team and billing.
• Admin — all sections by default.
• Staff — all sections by default.
• Scanner — only the Stamp screen; lands there directly at login.

Permission sections

• Scan — the in-store stamp & redeem screen.
• Customers — customer list, profiles and live activity.
• Card — the loyalty card studio and QR poster.
• Marketing — automations, campaigns, reviews and referrals.
• Analytics — reports, cohorts and AI insights.
• Settings — business profile and configuration.

For Admin and Staff you can override the defaults with an explicit list of sections — e.g. give a marketer only Marketing and Analytics. Billing and team management always stay owner-only.

1. Settings → Team → invite by email.
2. Choose a role.
3. Tick the sections they need.
4. Optionally assign them to a location.
5. They appear under members; pending invites are listed until accepted.