Who can do this?
Frontmatter roles list everyone affected by the flow. Administration is server-limited to Owners and Managers; Staff may perform only the explicitly described joining or access flow.Where to do it
Use Staff in the Management web app for lists, profiles, and administration. Invitations take new users into the staff signup flow. The Management mobile app has corresponding team, detail, invite, and join screens.Steps
- Open Staff and select a team member from the list.
- Read their name, role, email, phone, notes, and average rating in the profile.
- Choose a reporting period for sales and tips. The cards show the total for that period and, where available, a percentage trend against the comparison period.
- Confirm the store and currency before comparing totals. Staff membership is store-specific, and displayed amounts use the current store’s currency.
- Use the edit, reassign, or remove controls only after checking hierarchy and whether you are viewing your own profile. The current UI hides destructive profile actions for your own record.
Platform notes
Roles are store-specific and checked by the API. Web and mobile share the same memberships; a visible control does not replace permission. After a change, refreshing or signing in again may be needed for locally held navigation and store context to catch up.Market notes
The same roles and flows apply in GB and Germany. Language and contact formatting are localized, but the Owner → Manager → Staff hierarchy and safeguards do not change by market. This guide reflects the product on 17 July 2026. When navigation and the server response disagree, the API rule is authoritative; it prevents a visible surface from creating extra permission.Troubleshooting
- A dash means the profile or metric has no value; it is not necessarily zero. Loading and unavailable trend states are displayed separately.
- If a person is missing, confirm the store and refresh the list. Pending invitations are not the same as accepted employee records.