Your team members can use the Chowdeck Business app with their own login, and what they can see and do depends on their role. This article shows you how to invite a team member, assign or change their role, and remove their access. To see what each role can do, read our article on Vendor Roles & Permissions.
Who can manage my team?
Owners and Admins can invite team members, assign and change roles, and remove team members.
How do I invite a team member?
Open the Chowdeck Business app and tap Settings.
Tap Manage users to open the Manage staff page.
Tap the Invite tab.
Enter the team member's details.
Choose their role. You can pick one of the standard roles or a custom role you've created.
Send the invitation.
Your team member receives an invitation by email. Until they accept it, they show as pending on the Staff tab.
How do I assign or change a team member's role?
Tap Settings, then Manage users.
On the Staff tab, tap the team member whose role you want to change. Their Staff details open, showing their name, email, role and status.
Tap Update details.
Choose the role you want to change them to.
Save your changes.
A few things to know:
Only an Admin can assign custom roles.
Choose the lowest level of access that lets the person do their job. If they only need to check on things, choose the view only version of a role.
How do I remove a team member?
Tap Settings, then Manage users.
On the Staff tab, tap the team member you want to remove. Their Staff details open.
Tap Remove staff.
Once a team member is removed, they no longer have access to your business. We recommend removing access as soon as someone leaves your team, so nobody keeps access they no longer need.
Common questions
Why can't I see the team member I just invited?
They show as pending on the Staff tab until they accept their invitation. Ask them to check their email, including their spam folder.
My team member didn't get their invitation. What should I do?
First check that you entered their email address correctly, and ask them to check their spam folder. If it still hasn't arrived, reach out to our support team and we'll help.
Should I share my login with my staff?
No. We recommend that you don't share your own login, or an Admin login, with anyone. Invite each team member as their own user with a role that fits their job so you can see who made each change and remove their access whenever you need to.
What if I need help?
Reach out to our support team any time through the in-app chat or by emailing [email protected].