Settings: team members

The Team members screen opens from the side menu (Settings, the Connection & access group) and shows everyone who works at this restaurant. Only a restaurant administrator sees it — operators and observers have no Team members item in the menu (nor Subscription & billing). The plan and billing are on the neighboring Subscription & billing tab.

The screen#

1. Invite — the invitee's name, email and role. Under the role field it says what the chosen role can do, and below that how the invitation works: someone who already has an account gets access straight away, someone without one receives a letter with a link.
2. Team members — the list of people working in this restaurant. A role is picked from a dropdown in the person's row: each option has two lines, the name and a description of what the role can do. The separate "What each role can do" cards are no longer on the screen.

Below the list, one under another, come these rows:

• stores: Stores in a member's row limit which stores invoices can be sent to, while the stores the bot offers are set on the Bots & messengers tab (there is a link in the row);
• Invitations — invitations waiting for a reply, with the link's expiry (7 days) and the Resend and Revoke buttons;
• ReconDoc support — support access is granted while we're looking into an issue and revoked once it's no longer needed; the full list of what we will see and what we can do is in the confirmation window.

Changing a role (other than promoting to administrator) takes no confirmation, but shows a short Role changed message. If the member list fails to load, the screen shows a load error with a Retry button instead of "Nobody here yet".

Done. Where next?#

What roles exist and what each one sees is in Team: who to invite, and what they'll see. What support can and can't see is in ReconDoc support access.