Inviting team members and setting permissions

Sidebar: Team & Payroll, then Team Members. The page is called Team Management.

Inviting someone

1. Press Invite Staff on the Active Staff Members card.
2. Fill in:

• Email Address
• Job Title (optional) — such as Groomer or Kennel Attendant
• Access level — Employee or Manager

1. Press Send Invitation.

The person gets an email with a link to join. The invitation lasts 7 days.

Pending invitations show in their own table. Each row has three buttons: resend the invitation, accept it by hand (use this if the email never arrives), or cancel it.

If Invite Staff is greyed out, you have reached your plan's staff limit. The card says "Staff limit reached". Upgrade your plan, or remove someone who has left.

Access level and role are two different things

• Access level is Employee or Manager. It is the broad line the system checks.
• Role is the job, such as Groomer, Bather or Front Desk. The role decides exactly what someone can do, and it is the label shown on your team list.

After someone joins, open the menu (three dots) on their row and choose Edit Role to give them a role. If they have no role, they get the default permissions for their access level.

Every business starts with four roles: Manager, Employee, Front Desk and Kennel Tech. You can add your own, such as Groomer or Bather. See Roles and permissions explained.

What each access level can do

Owner and co-owners can do everything.

Manager — a new business's Manager role has every permission: clients, appointments, reservations, checkout, refunds, reports and exports, payroll and pay rates, marketing, messages, and business settings. An owner can take permissions away from the Manager role under Roles & Permissions.

Some things stay with the owner no matter what:

• The Alaga subscription (Billing)
• Connecting the card processor and the bank account for payouts
• Making someone a co-owner, transferring ownership, or deleting the business
• Setting their own pay rate. A manager cannot change their own pay profile.

Employee — the day-to-day job by default: view clients and their contact details, view pets, create and edit appointments (including the price), view the calendar, view reservations and check pets in, view services, and read and send messages.

Front Desk adds editing clients and pets, cancelling appointments, booking over a conflict, undoing a status change, creating reservations, managing the calendar, creating invoices, taking payments, and managing products.

Kennel Tech is a short list: view clients and pets, view reservations, check pets in and out, view the calendar, and read messages.

The row menu

The menu on each team member's row has:

• Edit Profile — name, title, and booking limits (see below)
• Edit Schedule — their weekly working hours
• Edit Skills — what services they can do
• Set PIN — their 4-digit Station Mode PIN. Use this to reset a forgotten PIN.
• Edit Role — role, access level, and Customize Individual Permissions for this one person
• Make Co-Owner or Remove Co-Owner Status — only the primary owner sees these
• Remove — takes them off your team

Owners and co-owners do not have Edit Role. They always have full access.

Booking limits: Dogs at once and buffer

Edit Profile has a Booking limits section. Only owners and managers can change it. Everyone else sees it read-only.

• Dogs at once (1 to 6, default 1) — how many different clients' dogs this person can have booked at the same time.
• Buffer between appointments (None to 120 minutes) — time kept clear before and after each of their appointments.
• Online dogs per day — the most dogs customers can book with this person online in one day.

These are explained in full in Staff capacity and dogs at once.

Removing someone

Choose Remove on their row and confirm. They lose access to your business. Their past appointments, time entries and history stay.