Understanding Team Roles and Permissions

Roles help control which parts of the business dashboard each team member can use.

Open Team from your business account menu.
Select Roles and permissions.
Review the available roles, such as Owner, Manager and Store staff.
Check which role can manage promotions, scan customers, add activity, view reports and edit settings.
Assign each team member the least access they need for their responsibilities.
Save changes if your account allows role administration.

The exact permission options can vary. A user who cannot see a menu item may not have access to it.