Team, roles and outside partners

Give each person the access they need: owner, manager, staff, seamstress, your accountant, or an outside agency like WedGen that books appointments. Make your own roles.

The roles that come with the POS

Owner: everything. This role can't be changed, and every store always keeps at least one owner.
Manager: runs the floor. Sales figures and reports, refunds and voids, the end-of-day close, inventory, everyday settings (hours, rooms, register) and adding staff.
Staff / Consultant: the calendar, customers, the register and orders. Never sees sales figures, customer balances in reports, or costs.
Seamstress: like staff, but in Alterations she sees and works only the alterations given to her.
Accountant: reads the money and changes nothing. Reports, sales tax, payments, commissions, card payouts, end-of-day closes, bills and what you owe, the accountant's export, the QuickBooks status and the history. No register, no customers, no settings.
Outside booking partner: for an agency like WedGen. Books appointments at open times and moves or cancels only the ones it booked. It never sees your other customers, money, reports, inventory or settings.

Everyone who was on your team before keeps exactly the access they had.

Add someone

Open Settings, Team.
Type their email and name, pick their Role, and press Add to the team.
They get an email. They sign in with that email and a 6-digit code; there's no password.

Managers can add staff and seamstresses. Only an owner gives someone the owner, manager, accountant, partner or one of your own roles, and only an owner changes a person's role.

An outside partner like WedGen

In Settings, Team, pick Outside booking partner as the role.
Type the partner's name, like WedGen. It shows on your calendar as Booked by WedGen.
If you own more than one store, tick the other stores they should book for. Each store is its own login; they can't see a store you didn't pick.

On their phone they get one simple screen: pick the appointment and the day, tap an open time, type her name, email or phone and notes, and press Book it. My appointments lists what they booked, with Move and Cancel. They only see the name they typed, never your record of her.

Each booking comes into your store with a to-do to confirm her and pick her consultant. Her customer record says she heard about you from the partner. Every booking, move and cancel is kept in the History with the partner's name.

The WedGen link still worksWedGen can keep sending leads by your store's link or lead email address (Settings, WedGen leads). The login is one more way, for when their team books by hand.

Make your own role

Owners: in Settings, under Team, find Roles.
Beside the role closest to what you want, press Make a copy.
Name it (say, Front desk), tick or untick what it can do, and press Make the role.
Pick the new role for someone in the team list.

Each box says in plain words what it allows, like See sales figures and customer balances, See costs and markups, Give refunds and exchanges or See customers' phone numbers, emails and addresses. Changes work at once, on every device, and are kept in the History. Press Change beside your role to rename it or change its boxes; you can remove it once nobody has it.

The store checks, not just the screenButtons a role can't use are hidden, but the POS also refuses the action itself. Untick "See sales figures" and that person gets no money in reports, phone alerts, Ask AI or the offline copy.

Change what one person can do

Sometimes one person needs a little more or a little less than their role, like a manager who gives refunds but shouldn't see costs. You don't need a whole new role for that.

Owners: in Settings, Team, press Access beside the person.
Tick what they should also be able to do, untick what they shouldn't. Each change is marked added for them or taken away.
Press Save. Back to just the role undoes it all.

The team list then says it in one line, like Manager + give refunds and exchanges − see costs and markups. It's for that person at this store only, works at once on every device, and is kept in the History. The POS checks it on every action, not just on the screen.

Owners always have everythingYou can't take anything away from an owner, and nobody changes their own access. Give someone another role first if they shouldn't be an owner.

Which appointments each person takes

Not everyone does every kind of appointment. In Settings, Team, press Appointment types beside a person and tick what they take (Bridal, Prom, Tux measure...). The team list shows it under their name.

New people start with none until an owner or manager ticks. You can tick them when you add someone, or in store setup.
People already on your team keep every type, so nothing changes until you say so.
The calendar's consultant list, Auto-assign and online booking only offer people who take that type. Picking someone else asks first.

The same box has their Employee ID for the payroll export (see Staff schedule, time off and payroll).

Nobody gets locked out

The Owner role always has everything, and the store always keeps at least one owner: the last owner can't be turned off or given another role. Nobody changes their own role, and an owner's access can't be trimmed. To stop someone signing in, press Turn off; to end their sessions on every device, see Signing out everywhere.