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Invite your team and set their roles

  • For: The owner or an administrator
  • Time: About 10 minutes for the first person, 3 minutes after that
  • Part of: Get started

Give each person their own sign-in and a role that shows only what they need.

Steps

  1. Click Settings, then Users.

    The Users settings page with the New user button and a table of people
    1. New user
    2. The ••• menu on each person
    Demo data

    You should see: A table of the people who can sign in.

  2. Click New user. Type the Full name, Email, Phone and a first Password. Click Save.

    Ziira sends no invitation. Tell the person the password. They can change it under My account.

  3. In the person's row, click ••• and choose Roles and access.

  4. Choose the Role, for example Cashier. In Applies to, choose One branch and pick the branch, or The whole business. Click Give role.

    The Roles and access drawer with a Role list, an Applies to list and the Give role button
    1. Role
    2. Applies to
    3. Give role
    Demo data

    You should see: The role is listed. A person can have more than one role.

  5. Ask the person to sign in with their email or phone and the password you chose.

    You should see: They see only the menu items their role allows.

If something goes wrong

The person cannot see a screen they need

Their role does not include it. Give them a second role, or click Settings > Roles and View a role to see what it allows.

A person left the business

Click Settings > Users, then ••• on their row, and choose Disable. Their past work stays on record.

Someone forgot their password

Click Forgot password? on the sign-in page, or choose Set password in the ••• menu of their row.

Still stuck? See Fix common problems.

Next steps