Change someone's role or remove them
Change what a team member can do, or take them off your team.
On this page
What it is
Each team member has a role: Staff, Manager or Senior manager. You can change it at any time. For example, change it when a team member is ready to look after your items. You can also remove someone. Use this when a team member leaves, or to cancel an invite.
Find it
- Tap Settings in the bar at the bottom.
- Scroll down to Team & account.
- Tap Staff & roles.
- Scroll down to the Team card.
- Find the person's name or email.
On a computer, Settings is in the bar on the left.
Every setting
Change role
- Tap Change role on the person's row. A sheet called Change role opens. (A sheet is a panel that covers part of the screen.) Their name or email is at the top.
- Tap the new role.
- Tap Save role at the bottom.
The person's row now shows the new role, like "Manager · Active".
The role they have now has a grey Now tag. The button says No change until you tap a different role.
The three roles are:
- Staff: "Orders and the Counter."
- Manager: "Staff, plus items, stock and customers."
- Senior manager: "Manager, plus Insights and Reports."
The Counter (the POS tab) is where your team sells to customers in your shop.
When you tap Senior manager, the app warns you: "They will see your sales, item profit and expenses."
You can change the role of someone who has not joined yet. They join with the new role. Your Staff seats count stays the same.
To close the sheet without a change, tap the X at the top right.
Remove
- Tap Remove on the person's row. It is red. A red box opens. It asks "Remove aisha@example.com?"
- Tap Remove in the red box.
To keep the person, tap Keep instead.
The red box tells you what happens:
- Someone who joined: "They lose access to this shop straight away."
- Someone who has not joined yet: "Their invite stops working and the seat is free for someone else."
Removing a person frees their seat for someone new. You still have the seat. To pay for fewer seats, see Staff seats.
The owner row
Your own row says "Owner". It has no buttons.
For inviting and the Team card, see Invite someone to your team.
Who can use it
Only the owner can change roles and remove people. Senior managers, managers and staff do not see Settings.
A team needs a Storefront.
Common mistakes
I cannot tap the button in Change role
It says No change. Tap a role that does not have the Now tag first. Then the button says Save role.
My team member's invite email shows the old role
The email they got still has the old role. On their row, tap Resend email. Or tap Copy invite and send it on WhatsApp or Viber. The new message has the new role.
It says Couldn't remove this member.
The red box stays open. Tap Remove in it again. If the message comes back, see Contact Eveyla.
I removed someone by mistake
Invite them again with the same email. See Invite someone to your team. They do not need a new password. They sign in with the login they had. See Join a shop's team.
My bill did not go down
Removing a person does not remove the seat. Scroll down to Staff seats. Tap Remove seats. See Staff seats.
Tip
When a team member leaves, remove them on the same day. Then they can no longer open your shop in Eveyla.