When you own more than one business, one staff member can work in several of them with the same email and password. You choose their role and branches in each business.
Use it when someone who works in one of your stores starts helping in another.
Before you start
- You must own both businesses, and the staff member needs an email address.
- The other business needs at least one role and a free staff seat on its plan.
Step 1. Open the staff member's page
In the side menu, under Management, select Staff. Press the person's row to open their page.
Step 2. Open the Businesses tab
Press Businesses. The table lists every business of yours they work in, with their Role, status and Branch access in each. This business marks the one you are in.
Step 3. Press Delegate
Press Delegate under the table. The Delegate staff window opens with the person already chosen.
Step 4. Choose the business, role and branches
In To business, choose the other business. Then choose their role in Role in that business and, if it has branches, their Branches in it. Press Delegate.
When it worked, you see that the person now also works in that business, and they get an email.
Step 5. If the window refuses
- If it says the business has no roles yet, press the link to open its roles, create one, and delegate again.
- If it says the business has no free staff seat, upgrade its plan or free a seat first.
- If it says the person is inactive here, press Activate on the Overview tab first.
Step 6. Or add them by email from the other business
In the other business, press Add Staff and type the person's email. If they already work in one of your businesses, the window changes to Add to this business. Choose their role and branches and press Add to this business. They keep their password and sign in as usual.
Step 7. Take them out of one business
On the person's Overview tab, the delete button says Remove delegation when they work in another of your businesses too. Confirm, and you see Delegation removed. Nothing changes for them in your other businesses.
Result
The person signs in once and sees each business you gave them on My Businesses, with the role and branches you chose for each one. The Also works in column on your staff list shows where else they work.