Open Settings › Team, sign-in and appearance. The Team card shows who can sign in and what each person can do.
The three roles
- Owner: everything, including business settings, money, the team and downloads.
- Manager: the day-to-day running, such as every booking, customers, invoices and stock. Managers can add and change Staff.
- Staff: their own work. A staff member sees their own calendar and bookings, and their own home visits if you do them.
When one person needs a bit more, tick the extra areas for just them instead of changing their role.
Add someone
- Add them with their name and email, and choose their role.
- For Staff, choose the calendar whose bookings they see, and tick any mailboxes they should read and send from.
- You’re shown a temporary password once. Send it to them privately.
- When they sign in, they choose their own password before anything else opens.
Forgot their password, or left?
New temporary password signs them out everywhere and gives them a fresh temporary password. Remove someone who has left so they can no longer sign in.
An owner can also require everyone in the business to use two-factor sign-in.
Updated 7 November 2026.