Your team

Go to Staff (or Settings → Team).

Invite someone

1. Tap Invite someone and type their email.
2. Pick their Role, a Job title if you like ("Baker", "Front of house"), and A note in the invitation.
3. Tap Send the invitation.

They get an email with a link that works once, for 7 days. They sign in (or create an account) and they're in. Your business then shows under Your workspaces on their My whodo, and Switch at the top moves them between you and the business.

Roles

• Viewer: looks at orders, the menu and the bake sheet; changes nothing.
• Team member: orders: enter, edit, mark ready or picked up, record payments, see the bake sheet.
• Manager: also the menu, pre-orders, pickup times, discounts, gift cards and followers (and sending estimates on work orders).
• Admin: also settings, staff (up to manager), reports and customer data.
• Owner: everything, including billing and deleting the business. There is one owner.

What each role can do on the page says the same. To change someone's role, pick a new one: they're emailed. Remove takes their access away at once. Leaving yourself? Leave this business.

Make owner hands the business to someone else: they become the owner and you stay on as an admin.

Your own roles

For a job like Kitchen or Front counter, make a role of your own under Your own roles: tap Add a role, give it Its name, pick What they may do there (Viewer, Team member or Manager) and tick Its parts of the business: Orders, Calendar, Repairs and jobs, Kitchen, Customers, Marketing, Money, Listings, Events.

Someone with it sees only those parts in their menu, and their business opens on the first one. whodo refuses any change they try elsewhere, and keeps Money and Marketing from them unless the role has them. Messages, the menu and products are open to every role. Their Action Center shows only their parts' cards, and only those can be given to them.

Only some pages? Under each part with several pages, its Pages are all ticked: untick the ones the role shouldn't have (a Shipping desk can have Orders with only Shipping, a bookkeeper Money with only Documents and Books). Someone with it sees and opens only those pages, and can change things only there; with every page ticked again, the role has the whole part. Their notifications follow those pages too: a Driver with only Pre-orders hears when a delivery is ready to go out, not about every new pickup order; a Shipping desk hears about new orders to ship and parcels ready to ship. Under the pages, Notified about: lists what the role will hear about as you tick. A starter Driver has Pre-orders and Shipping; a Bookkeeper has Payments, Documents and Books.

Where it opens: Opens on is the page someone with the role sees first. Today (what waits on its pages) is the default: their actions here, then a card for each of their pages with what waits there now (orders open, parcels to ship, bookings today, parts running low, repeat orders, gift cards waiting for payment, markets and events coming). A role never sees a card for a page it doesn't have, so a kitchen role never sees what's owed. Or choose one of the role's own pages, like Shipping for a Driver: only pages its level may open are offered (Pre-orders needs a manager). Today is first in everyone's menu. Pages with nothing waiting fold into one row under All clear on these pages, so what needs you comes first.

Give it to someone from their role list (under Your roles), or pick it when you invite them. Changing a role changes everyone who has it. A role someone has (or an invitation is waiting with) can't be removed: give them another role first.

Start from: offers roles that fit your kind of business (Kitchen, Front counter, Technician…): tap one, change what you like, save. Notifications follow the role too: someone with one hears only about their parts (a new booking reaches the calendar's people, not the kitchen; a new review, the people with Reviews). "Ready to go out" and "Ready to ship" go only to roles with those pages by name: whoever has all of Orders already sees it on the order book.

Sharing the work

• Who does it: on a booking, a job, or an item in the Action Center, pick who has it. Their name shows on it, and it shows as Assigned to you for them.
• Your work this week: each person sees what's theirs across every business they work for, on My whodo.
• Who works when: each person's hours for bookings, in Calendar → Hours and services.
• Team channel: in Messages, a conversation for your staff only. Customers never see it. Use it for the things you'd otherwise text each other: out of lemons, running late, who's delivering.

Your people's licences

A licence belongs to the person who holds it. They add it from their own account and tick Show it at your business; it shows under Credentials with their name. See Licences and credentials.

Who changed what

Activity log (under Business) shows who changed what, for the owner and admins.

Staff come with some plans: the Plan page says which.