Guide

Invite your team and set roles

You add your team by inviting them and picking a role. This covers the invite, what each of the three roles can and cannot do, and the staff seat limit that can block a new invite.

4 min read

This guide answers

  • How do I add my team?
  • What can a Manager do versus a Staff member?
  • Why is the invite staff button greyed out?
  • How do I remove someone?

You give your team access by inviting them with an email address and a role. They get a secure link to set their own password, and they are verified automatically when they accept, so there is no separate confirmation email.

Before you start

Only an Owner can invite and manage staff. Your Glovebox plan includes a number of staff seats; if you have used them all, you cannot invite another person until you remove someone or your plan changes.

Where to find it

In the left sidebar, open Settings, then Staff (under the Business heading). Or open Settings and choose Staff from the list.

Steps

  1. Click Invite staff member.
  2. Enter their Name and Email.
  3. Add a Phone and, if you want them to get urgent booking texts, a Mobile (SMS).
  4. Choose a Role (see below).
  5. Save. They receive an invitation to set a password and sign in.

What the roles can do

  • Owner — everything, including payments and Stripe, GST and legal settings, your Glovebox subscription, and managing staff.
  • Manager — day-to-day running: bookings, pickups and returns, cancelling and refunding, and editing vehicles and pricing. A Manager cannot manage staff, payment settings, or your subscription.
  • Staff — bookings, pickups and returns, and charging a fuel shortfall. A Staff member cannot cancel or refund bookings, or edit vehicles and pricing.

You can see the full capability matrix on the invite form under Role capabilities.

What you should see when it worked

The person appears in the Staff list. Once they accept the invite and set a password, they can sign in with their role.

If it did not work

  • The invite button is greyed out with a "Seat limit reached" tooltip. You have used all the staff seats on your plan. Remove someone you no longer need, or contact us about more seats.
  • You need to remove someone. Use Remove from workspace on their row. Staff are disabled rather than deleted, so their history on past bookings stays intact.
  • An Owner cannot be removed by another Owner. Transfer ownership first if you need to.

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