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Team Members

Give your team their own logins and choose what each person can see.

Part of the Retail plan. The business owner can switch plans from Business Properties.

Overview

Team Members lets you give the people who help you their own AMS login. You choose which parts of AMS each person can open. Go to My Business > Team Members. Only business admins can open this page.

Add an employee

  1. Click + Add Employee.
  2. Fill in:
    • First Name and Last Name (both required)
    • Email (required) — what they'll sign in with
    • Temporary Password (required) — at least 8 characters, with an uppercase letter, a lowercase letter and a number. Ask them to change it after they first sign in.
    • Phone and Notes (optional). Notes are just for you; the employee can't see them.
    • Business Admin — check this to give them full access (see below)
    • Permissions — check the sections they can open
  3. Save, then share their email and temporary password with them.

Business admins

Under Access Level, the Business Admin box decides how much someone can do:

  • Checked — they can open everything, including Business Properties, Team Members, task setup, Goals and billing.
  • Not checked — they only see the sections you check under Permissions.

Permissions

Check a box to let an employee open that part of AMS. The words under each box say what it covers:

  • Core — Access to dashboard and business properties
  • Inventory — Components and products management
  • Retail — Retailer profiles and retail portal
  • Retail Orders — Create and manage retail orders
  • Retail Stock — Manage consignment stock levels
  • Events — Events, event logs, and expenses
  • Marketing — Leads, podcasts, and outreach

The team table

The table shows each person's Name, Email, Task Roles, Permissions and Phone. Use the row menu to Edit, open Role Management, or Remove someone.

Edit

Pick Edit to change someone's name, phone, notes, Business Admin checkbox or permissions.

  • Their email can't be changed.
  • You can't set a new password here. They can reset their own from the sign-in page.

Role Management

Pick Role Management to give someone task roles (like "Packing" or "Social media"). Their tasks then show up on their Tasks page. You set up roles with Set up tasks on the Tasks page; see the Tasks help page.

Remove

Pick Remove to take someone off your team. This deletes their account for good and they can no longer sign in, so only do it when they've left.

Recurring ExpensesTasks