Invite staff and choose what they can see

Open Settings → Staff and tap Invite. Enter the person's name and email or mobile number and choose a role. They receive an invitation link to set their password.

Roles

The owner can fine-tune what each role can do. Seeing supplier net rates and profit needs the separate View cost prices permission.

Staff limit

Each plan includes a number of staff logins. Pending invitations count toward the limit. If you reach it, deactivate someone who has left or upgrade from Billing.

When someone leaves

Deactivate them from the staff list. Their leads and bookings stay in the agency and can be reassigned.