People & permissions
Invite a teammate and manage staff
Connect staff access to a role and workspace.
On this page
Step by step
- Open Settings → Team & staff.
- Choose the add or invite action and enter the teammate’s details.
- Assign the intended role and location access. Configure POS access if they will use a register.
- Send or copy the invitation using the options shown.
- The teammate opens the invitation and chooses Accept invitation, then completes sign-in or account setup.
Good to know
Check the role before sharing an invitation. An existing PatoHQ account and a staff profile are related but different records.
If you get stuck
If the person cannot open the register, check POS enabled status and whether they have a PIN.
Available actions depend on your role, enabled modules and plan.
Need help with this guide?
Contact support