Lesson 6 of 7 · 3 min

Your team

Invite the people who serve at the counter, what each role can do, and handing the business to a new owner.

  1. Settings → Team → Invite

    Everyone who serves gets their own sign-in, so every sale says who rang it up. In Settings, then Team, press Invite, type their email and pick a role. They get a link; send it on WhatsApp too if that's quicker.
  2. Two kinds of teammate. Admins run everything an owner can, settings and the team included. Staff work the counter: the till, sales, returns, products and stock, but not settings, people or Reports. End of day is everyone's.
  3. Whoever is signed in is the one serving: their name goes on the receipt as Served by, and Reports adds up sales by team member. A service done by someone else is credited to them. Each extra team member adds a little to your plan; an invitation costs nothing until it's accepted.

  4. Settings → Team → Transfer ownership

    Selling the shop, or handing it to a partner? The owner opens Settings, then Team, and presses Transfer ownership: pick someone already on the team. They become the owner, with the plan and billing, and you stay on as an admin. Every sale, customer and receipt carries on as it was.

Try it

Opens Register. You'll be asked to sign in first; new businesses get a free week, no card needed.

Invite someone

Quick check

2 quick questions. Pick an answer and Reggie will tell you how you did.

1. Ellie is on the team as Staff. Can she take a return at the till?
2. You're selling the shop. What happens to its sales and receipts when you transfer ownership?

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