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My Team

Invites, roles, and which locations a person can open.

Settings → My Team (/team) is titled My Team. Kicker Settings. Description: “Invite location managers, set who gets alerts, and control which sites they can access.” Loader: Loading team….

What it is

This is the people on the merchant account. You invite someone, edit them, resend the invite, and remove them. Roles:

  • Account Owner — the whole account. “Account owners can access every location.”
  • Location Manager — the locations you assign

It is not Profile (the signed-in person) and not Notifications (account-level email types). Personal prefs on the member sit alongside that email list.

/team/new redirects to ?new=1 and opens the modal. A legacy /team/[id] form still exists (Invite member / Edit {name}, fields Name Email Role, Save / Cancel). Use the modal from the list.

Open the screen

Click My Team under Settings. Search placeholder Member name, email or phone.

What the page shows

Buttons Add Team Member · Remove selected ({n}) / Removing…. Count Showing {n} entry/entries out of {m}.

Columns: Select all · Full name · Email · Member role · Locations · Actions. Location cell is All or the site names. Mobile also shows prefs or No alerts.

Row actions: Edit · Resend (hidden for Account Owner).

Empty: No team members yet — “Invite location managers to share access.” plus Add Team Member. Search empty: No team members match that search.

Controls

Add Team Member / Edit Team Member modal.

Add subtitle: “Invite someone to your team. They’ll get an email to join.” Edit: “Update this person’s role, alerts, and locations.”

Fields:

  • Full name (Jane Doe)
  • Phone number / Country code (+1 US / CA, +44 UK, +61 AU, +91 IN) placeholder 9495550188
  • Email — on edit: “Email is locked after invite”
  • Member role — Account Owner / Location Manager
  • Contact preferences — Email · SMS - soon
  • Notification preferences — Lead received · Negative feedback · Review removals · New webchat alert - soon
  • Locations (managers only). Empty: No locations yet — add locations before inviting a manager.

Footer: Cancel · Create team member / Save member / Saving….

Validation: Please enter a name · Please remove extra spaces · Please enter an email · Enter a valid email · Enter a valid phone number · Select a role · Assign at least one location · No locations yet.

Typical workflow

  1. Add Team Member.
  2. Fill name, email, phone. Pick Location Manager unless this person should own the account.
  3. Assign at least one location. Turn on Email and the notification types they should receive.
  4. Create team member. They get an email to join.
  5. Use Resend if the invite is stale. Use Remove selected to take access away.

Empty, locked, or preview-only

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