Add Your Team
Invite your team members and set up their roles and permissions to start collaborating effectively in your small business.
SME Team Setup
Perfect for Small Teams
5-20
Team Size
10min
Setup Time
4
Role Types
24/7
Support
Typical SME Team Structure
Owner/Admin1 members
Manager2 members
Team Member5 members
Viewer2 members
Total Members
12+2
Active Roles
4All Set
Pending Invites
3-1
Custom Permissions
8+2
Getting Started with Team Setup
Add Team Members
Invite your team members via email
Assign Roles
Choose appropriate roles for each team member
Set Permissions
Configure specific access levels and restrictions
Verify Access
Review and confirm team member access
Available Roles
Admin
Full access to all features and settings
- Manage all users and roles
- Access all business data
- Configure system settings
- View analytics and reports
Manager
Access to team management and business operations
- Manage team members
- View business analytics
- Handle customer data
- Process orders and inventory
Employee
Standard access to assigned tasks and features
- View assigned tasks
- Update customer information
- Process basic orders
- Access team calendar
Viewer
Limited access to view-only features
- View basic reports
- Access public information
- Read-only access to data
- View team calendar