The Team page gives team members access to your business dashboard by sending an email invite to the user and assigning a role.
Adding team members
To add a team member to the dashboard:
- From the Control Panel tab, click Team.
- Click Add team member at the top-right.
- Enter an email address, then select a role from the dropdown.
- Click Invite.
- The new team member will receive an email to create a Tock account, if they don't already have one.
Deleting team members
To remove and delete a team member from the dashboard:
- From the Control Panel tab, click Team.
- Find the team member to delete and click the dot menu button on the far-right.
- Click Delete team member.
Understanding roles and their permissions
Each role gives specific access to the dashboard:
Note: Roles and access levels differ. Access to dashboard tabs is displayed based on the logged in user's access level.
- Driver - access to only the Delivery app.
- Host - access to Reservations (Snapshot, Timeline, Service) and Guests.
- Employee - access to Reservations, Operations (excluding the Point of Sale and Reviews reports), and Guests.
- Administrator - access to Reservations, Operations, Guests, Reports and Control Panel.
To adjust the role access for a team member:
- From the Control Panel tab, click Team.
- Find the team member and select a role from the Role access dropdown.
Learn More
To create individual passcodes for Account Owner, Administrator, and Employee roles to restrict specific actions in the host role, visit the Passcode-Protected Actions article.