Invite team members and manage access

Give each person their own SokoWise account. Team access lets staff work with the business without sharing the owner's password.

Invite a member

1. Open Team → Members.
2. Choose Invite or Add member.
3. Enter the email address and complete the role or access fields shown.
4. Send the invitation and ask the person to accept it from their account.
5. Review the member list to confirm their access.

Review roles and permissions

Open Team → Roles to review the roles available to administrators. Choose permissions that match each person's work. For example, a cashier may need to create sales without access to business settings or team administration.

Only an administrator can manage some roles and permissions. Each account has one active team at a time; a member who belongs to more than one team can switch to another team from the app. Check the active business before changing records.

Remove access promptly when a staff member no longer works with the business. If the person cannot see a menu item, ask an administrator to check their role and the business plan.