Inviting Your Team

RetailGenie uses role-based access, so each team member sees exactly what they need — nothing more, nothing less. Whether you're staffing a mattress showroom, a furniture gallery, or an appliance center, getting your team set up correctly from day one saves headaches later.

Roles Explained

• Owner — Full access to all stores, financials, and settings
• Manager — Store-level access to sales data, team performance, and scheduling
• Salesperson — Sales terminal, personal KPIs, customer CRM, and follow-up tools
• Driver — Delivery routes, checklists, and schedule

Sending Invitations

1. Go to Settings → Team
2. Click 'Invite Team Member'
3. Enter their email address and select their role
4. Assign them to one or more store locations
5. Click 'Send Invitation'

They'll receive an email with a link to create their account. Invitations expire after 7 days — you can resend from the Team page if needed.

Managing Multi-Store Assignments

If you have staff who float between locations — a common setup for furniture and appliance retailers with nearby stores — you can assign them to multiple locations. They'll be able to switch between stores from their dashboard without logging out.

Onboarding Best Practices

When inviting a batch of team members, consider doing it in phases: managers first, then salespeople, then drivers. This gives managers time to configure their store settings before the team starts logging in.