Permissions
Permissions are independent and can be combined freely.
The owner always has every permission, and is the only one who edits the unit’s Settings, invites and removes people, manages roles, and edits the chain catalog.
Permissions apply per unit. The same person can send alerts at one shop and only view another.
Roles
A role is a named set of permissions, like “Cashier” or “Stock manager”. Changing a role’s permissions changes access for everyone with that role at once. Every unit starts with two roles, named in Portuguese, which you can adjust:- Gerente (manager): create and edit items and send alerts.
- Atendente (attendant): send alerts. It’s the default role for new members.
1
Open Roles and click Create role
Give it a name and check the permissions.
2
Set the default role, if you want
Check Default role for new members so it’s preselected in invites.
Invite someone
1
Open Team and click Invite
Enter the person’s email and role.
2
The person gets the invite by email
They sign in with their existing account or create one on the spot. If they already have an account, the invite also shows in their menu under Pending invites.
3
The person accepts
Once they click Accept invite, they join the team. Nobody is added without accepting.
The invite is tied to the invited email. If the person is signed in with a different email, they need to sign out and sign in with the one that got the invite. Invites expire after 7 days.