Team Members

Overview

The Team Members page lets business admins manage employee accounts within their AMS business. Each team member gets their own login with configurable access to different sections of the application. Navigate to My Business > Team Members.

Add Team Member

Click Add Team Member to create a new employee account. Provide:

• First Name (required) — The employee's first name
• Last Name — The employee's last name
• Email (required) — Used as their login email
• Temporary Password (required) — Must be at least 8 characters with one uppercase letter, one lowercase letter, and one digit. The employee should change this after first login.
• Access Level — Business Admin or Staff
• Permissions — Which sections the employee can access (Staff only)

Access Levels

AMS has two access levels:

• Business Admin — Full access to all sections including business settings, team management, task administration, goal setting, and integrations. Can manage other team members and billing.
• Staff — Access is controlled by individual permission toggles set by the admin. Staff members only see the sections they have been granted access to.

Permissions

Staff members have granular permissions that control access to each section of AMS. Admins configure these toggles when creating or editing a team member:

• Core — Access to the dashboard home page and basic features
• Inventory — Components, Products, and Pricing Calculator
• Retail — Retailers and the Retail Portal
• Retail Orders — Order creation and management
• Retail Stock — Consignment inventory and stock tracking
• Events — Event tracking, event logs, and event sales
• Marketing — Leads, Podcasts & Collabs, and Outreach

Business Admins always have all permissions and cannot have individual toggles disabled.

Team Table

The team members table shows Name, Email, Access Level, Status (Active/Inactive), and Join Date. Use the action menu on each row to edit or deactivate members.

Edit Member

Click Edit from the row action menu to update a team member's name, access level, permissions, or set a new password. Email addresses cannot be changed after creation.

Deactivate Member

Select Deactivate from the row action menu to disable a team member's access. Their account data is preserved and they can be reactivated later. Deactivated members cannot log in.

Delete Member

For employee accounts that are no longer needed, select Delete from the row action menu. This permanently removes the employee's account. Use this for accounts created in error or for employees who have permanently left. If you may want to restore access later, use Deactivate instead.