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Inviting team members

Overview

Every staff member should have their own user in Admin → Users. Shared logins break audit trails and notification routing.

Steps

  1. Create user with work email.
  2. Assign minimum permissions for their job.
  3. Limit navigation to modules they need.
  4. Walk through one real task (punch, order, animal edit) on day one.

Practical note

Revoke access the day someone leaves—not the week after.

Admin setup

All user management in Users—no self-serve superadmin.

Advanced options

API keys for tablets separate from user JWT sessions.

Troubleshooting

User sees module in API but not sidebar: navigation assignment hidden it.