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The Team section is where you add staff members, assign roles, and control what each person can see and do in the system.
List of team members with names, roles, and status

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Adding a team member

Form to add a new team member with name, email, and role fields
Go to Settings > Team and click Add Team Member.
  1. Enter their name and email address
  2. Assign a role (see below)
  3. Set a security code (a 4-6 digit PIN for POS access and sensitive actions)
They’ll receive an email invitation to set up their account.

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Roles and permissions

Each role controls what the team member can access:
RoleWhat they can do
AdminFull access to everything, including settings, financial reports, and team management
ManagerCan manage products, orders, and staff, but restricted from some sensitive settings
StaffCan view orders, complete tasks, and update order statuses
DriverLimited access, mainly for the Digital Florists App to manage deliveries

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Security codes

Each team member has a security code (PIN) used for:
  • Quick login at the POS
  • Authorising sensitive actions like voiding a transaction or opening the cash drawer

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Multi-location access

If you have more than one shop, you can restrict team members to specific locations. This means a florist at your Manchester shop won’t see orders for your Leeds shop.

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Common questions

Yes. Open their profile and change the role at any time.
Their account is deactivated and they can no longer log in. Their name still appears on historical orders and activity logs.
Only Admins and Managers have access to financial reports by default. Staff and Drivers cannot see them.

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What’s next?

Configuration

Set up your shop details and business rules.

Your Dashboard

Assign orders to team members from the dashboard.
Last modified on March 11, 2026