Help center / Getting Started

Invite your team

Give your staff access to the check-in screen without exposing your member data or settings.

How to add a staff member

  1. Merchant Portal → Settings → Team.
  2. Tap Add team member.
  3. Enter their name and email.
  4. Pick a role: Staff (check-in only) or Owner (full access).
  5. They get an email to set their own password. You never see or set it for them — that's on purpose.

What Staff can see

The check-in screen only: search a member, check them in, redeem a reward, see a member's available rewards and points. No member lists, no spend data, no automations, no billing. See Roles & permissions.

What Owners can see

Everything.

Changing or removing access

Settings → Team → tap the person → change role or remove. Removing access takes effect immediately; their next page load asks them to sign in again.

Password safety

Team members manage their own passwords through the reset link — nobody on your team (or ours) can see or reset it for them. If someone forgets, they use Forgot password on the login screen themselves.

Next steps