Your team and their roles
Add the people who will use your system, and decide what each one does.
At sign-up
At the People stage, add each person with their email address, full name, language and roles. You can add up to 100 people. Whether each one receives a link at once: [TO CONFIRM].
After your system is live
How to invite someone later, from inside your system: [TO CONFIRM].
The roles
| Role | For |
|---|---|
| Owner | The person who runs the business |
| Accountant | Accounts and reports |
| Sales rep | Customers and sales |
| Storekeeper | Stock and warehouses |
| Buyer | Suppliers and purchases |
| Cashier | The till |
| HR officer | Staff records |
| HR manager | Staff records and approvals |
| Support agent | Customer requests |
| Project lead | Projects |
| Quality manager | Quality records |
One person can hold more than one role.