Adding someone to your team
Generate an invite code, send it to them, and they join as a member — able to run the day, but not to see the money.
Team
Tap Invite member. You get a single-use code and a tap-to-join link — send them either one. The code lasts 7 days, and you can revoke it before then from the Active invite codes list.
What a member can and can't do
They run the day with you. What they don't get is the money side:
- The takings and owed cards on the Today screen are hidden.
- Overdue amounts on the client list are hidden.
- Transactions and Reports & BAS both say they're for the business owner only.
- Business details opens read-only, and Card payments is locked to the owner.
- Billing history is owner-only.
Only the owner can invite anyone or remove them, so a member can't add another member.
Each code works once. If two people are joining, generate two.
Related
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