Teams & Staff
Manage Team Access
Assign correct roles so staff can work without risky permissions.
Buttons You Will Use In The App
What To Click
Follow this exact in-app path
Use these as your page and button cues while reading the guide.
When to Use This
Adding or removing staff access.
A user cannot access required page.
Strategic Value
"Right access controls prevent accidental data changes."
Workflow Process
Follow this order
Treat these like the actual buttons and screens you will move through in the app.
UI Reference
Role Selector
Capture role dropdown and save action.
UI Reference
Access Matrix
Capture permission toggles for staff.
Detailed Instructions
Follow these in order while working inside the app.
Invite member and assign role.
Step 1Complete this step in the app, then move to the next one.
Confirm role mapping after invite accepted.
Step 2Complete this step in the app, then move to the next one.
Test required workflow access for that role.
Step 3Complete this step in the app, then move to the next one.
Update role if task scope changes.
Step 4Complete this step in the app, then move to the next one.
Practical Application
Real Scenario
"Staff can enter sales. Owner/Admin should handle billing/critical settings."
Common Gotchas
Giving broad role for one temporary task.
Not rechecking access after role change.
Assuming old session reflects new permissions instantly.