Manage your team's access

You manage your team's access on the Team page, where you can change someone's roles or suspend their access. Everyone on your team has one or more roles, and roles decide what each person can see and change in Hapro.

The roles

• Tenant Owner can do everything, including setting up the payment provider, changing billing and giving people roles.
• Tenant Admin sets up the whole business and can change billing, but cannot set up payments, make refunds or give people roles.
• Manager runs the shop floor: stock, payment links, supervising handoffs, and viewing usage and billing. A manager cannot change the plan.
• Customer Service takes orders from start to finish and handles handoffs.
• Picker can see products, stock, baskets and orders to pick them, without changing anything.
• Finance can see orders, payments, customers, analytics, usage and billing for reconciliation, without changing anything.
• Read Only can browse products, baskets and orders.

Only an owner can give people roles.

See your team

Open Team. The table shows each person's Roles, whether they Take handoffs, their Presence, and when they Last signed in.

Change someone's role

1. On the Team page, find the person and select Change role.
2. Tick the roles they should have under What they can do.
3. Select Save roles.

Suspend someone's access

When somebody leaves, or should not have access for a while, select Suspend next to their name. They can no longer use your account. Select Reactivate to give access back.

People cannot be removed from the team, only suspended, so your records always show who did what.

Adding a new colleague

Adding someone new to your team currently needs our help. Contact us, choose support as the reason, and tell us their name, email address and the roles they need.

Each plan includes a number of team member places. See Understand your usage and allowances.