How to add team members

The Team page is where you create and manage staff logins and decide what each person can access in OtterOrder.

You can open it from the left-hand menu by clicking Team.

The table shows each team member’s name, email, and access level, with an actions menu on the right.

Roles

When you add or edit a team member, you choose one of six roles:

• Admin – full access to everything, including settings, billing, catalog, seating, and team management.
• Billing – access focused on billing and subscription details, without full admin control.
• Inventory – can manage product inventory and stock levels.
• Counter – front-of-house access for day-to-day operations (e.g. working at the counter) without configuration rights.
• Seating – can manage the Seating layout and QR codes.
• Staff – general operational access with the lightest level of permissions.

Assign the smallest role that still lets the person do their job. Reserve Admin for owners or core managers.

Adding a team member

1. Go to Team from the left-hand menu.
2. Click Add Team Member.
3. Select a Role (Admin, Billing, Inventory, Counter, Seating or Staff).
4. Enter the team member’s First name, Last name, Email, and Password.
5. Click Add Member.

The new account appears in the list and the user can sign in with the email and password you set.

To update or remove someone later, use the ⋯ menu in the Actions column next to their name to edit their details/role or delete their account.