Staff and Teams

Welcome to the Staff and Teams page! This guide helps you add staff members, create new teams, and manage permissions.

🎥 Video Walkthrough: Watch the official guide

Overview

In Staff and Teams, you can:

• Add staff members to your organization
• Create new teams with chat handles
• Set permissions for teams (e.g., inventory access)

Getting Started

➕ Add a Staff Member

1. Click + Add Staff Member.

2. Enter the staff member's email address.

3. (Optional) Enable Owner permission:

   • Owner: Full access to all settings
   • Non-owner: Access limited to what you allow

4. Click Invite.

➕ Create a New Team

1. Click + Create New Team.

2. Enter:

   • Team Name
   • Chat Tag Handle – this is used to @mention the team in any chat room
   • Locations

3. Click + Add to add members.

4. Click Done.

Next Steps

• Configure team permissions under Settings > General Settings > Inventory

• Use chat handles to easily tag teams in conversations.