Team Management

Inviting Team Members

Add your managers and staff so they can help handle complaints and redemptions.

To Invite Someone:

1. Go to Settings → Team

2. Tap Invite Team Member

3. Enter their details:

   • Name

   • Email

   • Role (see below)

   • Location access (for multi-location)

4. Tap Send Invite

What Happens:

1. They receive an email invitation

2. They click the link to create their account

3. They can now log in with their assigned permissions

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Roles Explained

Each role has different permissions:

Permission	Owner	Manager	Staff	Viewer
View complaints	✅	✅	✅	✅
Approve/deny offers	✅	✅	❌	❌
Reply to customers	✅	✅	❌	❌
Redeem codes	✅	✅	✅	❌
View analytics	✅	✅	❌	✅
Manage team	✅	❌	❌	❌
Edit settings	✅	❌	❌	❌
Manage rewards	✅	❌	❌	❌
Billing access	✅	❌	❌	❌

Role Recommendations:

Person	Recommended Role
Business owner	Owner
General manager	Manager
Shift supervisor	Manager
Front-line staff	Staff
Accountant/bookkeeper	Viewer

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Assigning Locations

For multi-location businesses, you can restrict team members to specific locations.

To Assign Locations:

1. Go to Settings → Team

2. Tap on a team member

3. Under Location Access, choose:

   • All Locations - Can see everything

   • Specific Locations - Select which ones

4. Save

How It Works:

• Staff only see complaints for their assigned locations

• Staff can only redeem codes at their assigned locations

• Managers with all-location access see everything

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Removing Team Members

When someone leaves or needs access revoked:

To Remove:

1. Go to Settings → Team

2. Tap on the team member

3. Tap Remove from Team

4. Confirm

What Happens:

• They immediately lose access

• They cannot log in anymore

• Historical records (redemptions, approvals) are preserved

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Notification Settings

Control who gets notified about what.

Per-User Notifications:

1. Go to Settings → Team

2. Tap on a team member

3. Under Notifications, toggle:

   • New complaints

   • Escalations

   • Daily summary

Notification Methods:

• Push - Mobile app notifications

• Email - Email alerts