Episode 4 of 8 · 2:38
How to add your staff to TailorSync and choose their roles
There are two ways to add staff in TailorSync: Add User creates the login on the spot with a password you choose, and Invite User emails the person a link to set their own. Either way, their role decides what they can see and do. This episode adds a counter assistant with a password, invites a manager by email, and shows the invitation from their side.
Watch on YouTubeWhat the video covers
- 1Open Users. The list shows everyone with a login, their role and whether they are active. Your plan sets how many logins you can have.
- 2Add a user. Click Add User, choose a role, and type their name, email and a password. They can sign in straight away, so share the password with them yourself.
- 3Invite by email. Click Invite User, type their email and name, and choose a role. They show as Inactive until they accept.
- 4What they receive. An email that names your shop and their role, with an Accept invitation button. They choose a password and their account is ready.
- 5Pick the right role. Tenant admin has full access, including settings, staff and billing. Manager runs the shop day to day: orders, customers, stock and expenses. User is for counter work: POS sales and customers.
- 6Change a role later. Click Edit next to the person and pick a new role.