Roles and what each can do

A shop has two roles.

• Shop owner. Created the workspace, or had ownership transferred. Can do everything a staff member can do, plus team management, shop settings, integrations, payment providers, subscription, and notifications.
• Shop staff. Anyone the owner has invited. Can use customers, service orders, quotes, invoices, products, purchasing, scheduling, calendar, and their own profile. Cannot manage other users, edit shop settings, or change billing.

If you're not the owner, the owner-only sidebar links don't appear at all. Sections in this guide marked (owners) apply only to shop owners.