Team Management & Roles

Add team members to help manage your waitlist. Assign roles to control what each person can access.

Accessing Team Management

1. Go to Account → Team
2. View all team members and pending invitations

User Roles

Admin

Full access to everything:

• ✓ Manage all waitlist entries
• ✓ Configure all settings
• ✓ Manage team members (can invite any role)
• ✓ Access billing and payments
• ✓ View activity log
• ✓ All locations

Manager

Access to most features:

• ✓ Manage all waitlist entries
• ✓ Configure settings
• ✓ Invite team members (staff and managers only)
• ✗ Cannot access billing or payments
• ✗ Cannot view activity log
• ✓ All locations

Staff

Limited access for daily operations:

• ✓ View and manage waitlist entries
• ✓ Access dashboard
• ✗ Cannot change settings
• ✗ Cannot invite users
• Can be restricted to specific locations

Inviting Team Members

1. Click Invite Member
2. Enter their email address
3. Select a role
4. For Staff: optionally select assigned locations
5. Click Send Invitation

The person receives an email with instructions to create their account.

Managing Invitations

Pending Invitations

View invitations that haven’t been accepted yet in the “Pending Invitations” section.

Resend Invitation

Click the resend button to send a new email if the original was missed.

Cancel Invitation

Click the cancel button to revoke a pending invitation.

Location Restrictions

Staff members can be limited to specific locations:

1. Click Edit on a staff member
2. Under Assigned Locations, select which locations they can access
3. Click Save Changes

When restricted:

• They only see entries from assigned locations
• Dashboard shows only their locations’ metrics
• Other locations are hidden from filters

Changing Roles

1. Find the team member
2. Click Edit
3. Select new role
4. Click Save Changes

Removing Team Members

1. Find the team member
2. Click Remove
3. Confirm removal

They immediately lose access to your organization.

Best Practices

• Use least privilege — Give only the access needed
• Admin sparingly — Limit admin access to owners/directors
• Use Staff role — For front-desk employees who only need waitlist access
• Location restrictions — For multi-location organizations with separate staff

Related Articles:

• Inviting Team Members
• Organization Settings
• Managing Locations