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Documentation Index

Fetch the complete documentation index at: https://docs.florists.digital/llms.txt

Use this file to discover all available pages before exploring further.

The Team section is where you add staff members, assign roles, and control what each person can see and do in Digital Florists.
This page covers features gated by Admin-tier permissions — typically Settings access. Admins have these by default; your administrator can adjust who has them in Settings > Team.
List of team members with names, roles, and status

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Adding a team member

Go to Settings > Team and click Add Team Member.
Form to add a new team member with name, email, and role fields
Fill in their details:
  • Full name — how they’ll appear in Digital Florists
  • Username — what they’ll use to log in (must be unique)
  • Email address — optional, but needed if they’ll receive email notifications
  • Password — must be at least 10 characters
  • Profile photo — optional
Then assign their role, permissions, and location access (covered below).

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Roles

Roles are the quickest way to set up a team member’s access. Each role is a bundle of permissions — pick the one that matches what the person does, and they’ll get the right access automatically. You can assign more than one role to a person. For example, a florist who also does deliveries can be both Staff and Driver.
RoleWhat it includes
AdminEverything a Manager can do, plus full access to settings and team management
ManagerOrders, deliveries, tasks, events, analytics, reports, refunds, invoices, and transactions
StaffDay-to-day work — viewing and managing orders, viewing tasks and events, and managing deliveries
DriverAccess to the mobile app for delivery runs only

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What each role can do in detail

If you need to know exactly which permissions each role includes:
  • Dashboard
  • Orders (View) and Orders (Manage)
  • Tasks (View)
  • Events (View)
  • Delivery Runs (View) and Delivery Runs (Manage)
Everything in Staff, plus:
  • Orders (Refund)
  • Tasks (Manage)
  • Analytics (View)
  • Exports: Financial
  • Exports: End of Day
  • Invoices (Manage)
  • Transactions (Manage)
  • Events (Manage)
Everything in Manager, plus:
  • Settings (Admin) — full access to shop configuration
  • Analytics Snapshot — premium snapshot analytics view
  • Driver App Access only — no dashboard or web access. Drivers don’t inherit any Staff permissions; they’re a standalone preset for the mobile app.

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Overriding permissions

Sometimes a role doesn’t quite fit. Maybe you want a staff member to be able to view analytics, but not have full manager access. Or perhaps you want a manager to handle events but not invoices. Permission overrides let you customise exactly what a team member can do, regardless of their assigned role.

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How it works

  1. Open a team member’s profile and scroll to the permissions section
  2. Tick Enable advanced permission override
  3. You’ll see a grid of every individual permission — toggle each one on or off
  4. Your dashboard shows a visual diff highlighting what’s been added (green) or removed (amber) compared to what their role would normally give them
When you enable an override, it completely replaces the role’s permissions. Digital Florists uses your custom selection instead of the role defaults. If you later change their role, the override stays in place until you remove it.

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Removing an override

To go back to the standard role permissions, either:
  • Click Reset to selected roles to match the override back to the role defaults
  • Untick Enable advanced permission override to remove the override entirely

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Available permissions

The override grid lets you toggle individual capabilities across dashboard, orders, tasks, events, deliveries, financial exports, transactions, and settings access. Most shops never need to leave the role defaults.
Common override examples:
  • Give a senior florist analytics access without making them a full Manager — assign Staff role, then override to add Analytics (View)
  • Let a part-timer manage tasks but not orders — assign Staff role, then override to add Tasks (Manage) and remove Orders (Manage)
  • Restrict a driver to only see their own deliveries — assign Driver role and add App: Assigned Items Only

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Security codes

A team member needs a security code — a 4-6 character PIN — when they hold any permission that’s in the Manager or Admin presets by default but not in Staff. This includes Managers, Admins, and Staff who’ve been granted those permissions via an override. The security code is used for:
  • Switching users at the POS — when a manager needs to take over the till, they enter their PIN
  • Accessing sensitive areas — analytics, settings, and financial operations require PIN confirmation
  • Authorising actions — voiding transactions, processing refunds, and opening the cash drawer
Digital Florists tells you if a code is required when you save the team member.

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Location access

If you have more than one shop location, you can control which locations each team member can access.
  • Access all locations — the team member can see orders, deliveries, and data from every location. New locations are included automatically.
  • Specific locations only — the team member can only see data for the locations you select. They won’t see orders, runs, or reports from other locations.
This is useful for businesses with multiple shops where staff only work at one branch. A florist at your Manchester shop won’t see orders destined for your Leeds shop.
Location access is independent of permissions. A team member with every permission but no location access sees nothing — and a Manager restricted to one location keeps every Manager capability, but only for that location’s data.

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Editing a team member

Open a team member’s profile to change any of their details. You can update their:
  • Name, username, email, and profile photo
  • Password (leave blank to keep the current one)
  • Roles and permission overrides
  • Security code
  • Location access
Changes take effect immediately.

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Removing a team member

Removing a team member deactivates their account — they can no longer log in. Their name still appears on historical orders, activity logs, and reports so your records stay intact.

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Common questions

Yes. Roles stack — a team member with both Staff and Driver gets all the permissions from both. This is common for florists who also do deliveries.
Roles are pre-set bundles of permissions — pick one and you’re done. Overrides let you customise the exact permissions for a specific person. Most teams only need roles. Use overrides when a role doesn’t quite fit.
Only if they have the Analytics (View) or Exports: Financial permission. Managers and Admins have both by default; your administrator can grant either to a Staff member via an override.
The override stays in place. Changing the role updates the “base” permissions, but the override still replaces them. To use the new role’s defaults, click Reset to selected roles or remove the override.
Certain permissions (like analytics, settings, refunds, and invoice management) require a security code for the team member. Digital Florists will prompt you to set one if the role or override includes these capabilities.
Yes. Open their profile and look at the permissions section. It shows their effective permissions — whether from a role or an override. If an override is active, you’ll see the diff showing what’s been added or removed.

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What’s next?

For Owners

The full onboarding guide for setting up your shop and team.

Configuration

Set up your shop details and business rules.

Your Dashboard

Assign orders to team members from the dashboard.

Companion App

Set up the mobile app for your drivers and florists.
Last modified on May 17, 2026