Where to find it: Team → Team
It has two tabs — Members and Roles & Permissions — plus an Invite action.
Members
The Members tab lists everyone with access to this organisation:
| Column | What it shows |
|---|---|
| Name | The member's name |
| Their login email | |
| Role | The role assigned to them |
| Scope | The level their access applies at (e.g. Org) |
| Status | Invited (invite sent, not yet accepted) or Active (account in use) |
Inherited Users
Below the members list, Inherited Users shows people who have access through a higher-level scope assignment (for example a Management Group). These are read-only here — the Granted At column tells you where the access comes from, and you manage it at that higher level, not on this screen.
Roles & Permissions
The Roles & Permissions tab is where you create and manage custom roles — named permission sets you assign to users.
| Column | What it shows |
|---|---|
| Role | The role name |
| Permissions | How many permissions the role grants |
| Granted Access | Where/how the role is applied |
| Actions | Edit or delete the role |
Create a role
- Click New role.
- Give the role a name and choose its permissions from the resource-grouped matrix (Order, Organisation, Site, Menu, Product, Transaction, User, and more).
- Save the role.
You can then assign the role when inviting a user or editing a member.
One role, two uses: the roles you define here govern both portal access (Members and Invites) and, where applicable, POS function authority (gating actions on the terminal).
Invite a member
Click Invite to open the Invite Team Member panel.
| Field | Required | What it's for |
|---|---|---|
| Yes | The email address to invite | |
| Scope | — | The organisation the invite applies to (you can only invite within the organisation you're currently in) |
| Role | Yes | The role the new member will have |
Click Send Invite. Track outstanding invites on the Invites page.