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:

  1. From the Control Panel tab, click Team.
  2. Click Add team member at the top-right.
  3. Enter an email address, then select a role from the dropdown.
  4. Click Invite.
  5. 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:

  1. From the Control Panel tab, click Team.
  2. Find the team member to delete and click the dot menu button on the far-right.
  3. Click Delete team member.

Understanding roles and their permissions

Each role gives specific access to the dashboard:

  • 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:

  1. From the Control Panel tab, click Team.
  2. 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.

 

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