Lesson 2 of 20 · Learn · 8 min
1.2 The team, roles and branches
| Role | What they can do | Typical person |
|---|---|---|
| Owner (full access) | Everything | The owner |
| Manager (runs things, sees money) | Runs the business day to day | A branch manager |
| Accountant (money and customers) | Money and customers | The bookkeeper |
| Cashier (customers and sales) | Sells and records payments | Workers at the till |
| Specialist (takes bookings) | Customers and bookings | Stylists, therapists |
The rule: the smallest role that lets each person do their job.
Add someone (Account & Settings → Team): Send an invitation by email, or Add them now with a temporary password you hand over privately. They choose their own password when they first sign in. Turn on two-step sign-in for the whole team. When someone leaves, remove them the same day.
Teams (departments): Add a team with a lead, who sees all its work.
Branches (switch on Locations): Add a shop for each branch or store room, then choose Who can use each shop. Each shop has its own stock and closes its own day.
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