Add your team and choose what they can see
Give customer care their own login without showing them your money.
In short
- Settings → Team → Add person.
- Sales: orders only. Manager: everything except Report and Settings.
- Each person logs in with their own email.
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1Add a person
Go to Settings → Team → Add person. Enter their name, email and a starting password.
In Bamsell -
2Choose a role
Sales sees and works orders only. Manager also handles riders, stock and money, but can’t see the Report (your profit) or Settings, and can’t delete orders. The Owner (you) sees everything, including Plan & billing.
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3Share the login
Send them the website link, their email and password. They can change the password after logging in. Remove access any time from the same list.