Team and account

Add someone to your team

Add staff and managers to your location, change what they can do, or remove them.

Add everyone who'll redeem coupons or help run your location to your team. Each person gets their own name in the app, so you can see who redeemed which coupon.

Add a team member

1. Go to Settings and tap Team.
2. Tap + Add.
3. Enter their Full name.
4. Choose a Role:
   • Operator for staff who only redeem coupons at the till.
   • Manager for people who help run the location: they can change the survey and coupon, add team members and see your results.
5. Tap Add member.

They won't have a login yet. To get them signed in on their own device, see Pair a till device.

Change someone's role

1. In Team, tap the person's name.
2. Tap Promote to manager or Demote to operator, and confirm.

The change takes effect straight away, without signing them out. Their app tells them their role changed and opens the right screens.

A manager can't delete the location or handle billing. You can't change your own role: another manager can do it for you.

Remove someone

1. In Team, tap the person's name.
2. Tap Remove from location, and confirm.

If they're signed in on a device, that session ends immediately. The coupons they redeemed stay on record under their name.

How do I know if someone has signed in?

The team list shows each person's last login, or "Hasn't logged in yet".

Why can't I change one of the accounts?

The account that created the location has its own login. Its role and its removal aren't managed from the team screen.