Team and roles management

Invite team members, choose their role and location access, change roles, remove people and transfer ownership.

Needs a manager or owner role.Last verified

Manage who can use ResRes in Settings → Team. Owners and managers can invite and manage people.

The three roles

  • Staff – take bookings, run service and the waitlist, and add guest notes.
  • Manager – everything staff can do, plus settings, reports, refunds, guest import and export, and team management.
  • Owner – everything, plus subscription, text credits, adding locations and brands, and inviting owners.

See Roles: staff, manager and owner for details.

Invite someone

  1. Open Settings and find Team.
  2. Under Invite by email, enter their email and choose a role.
  3. Under Location access, choose All locations, including future ones or Selected locations only.
  4. Choose Send invitation. You'll also get a single-use link to share. It's shown once.

Invitations appear under Pending invitations until accepted. Revoke one there if needed.

Change access

  • Change a member's role under Members.
  • Change where they can work under Locations they can work in, then Save access.
  • Remove member removes access immediately. Existing reservations are unaffected.

Transfer ownership

An owner can make another member the owner with Make owner and Transfer ownership. They gain full control and you become a manager. You can't undo this alone.

Troubleshooting

  • "You have no locations you can grant": ask an owner to give you access to those locations first.
  • Invite link expired or used: revoke it and send a new invitation.