Understanding Role Options
Next, decide on their role—either as an owner or staff. This is an important decision that determines what your team member can see and do within the platform.
The Owner Role
If the member is an owner, they'll have access to all the locations. Owners can see everything, manage settings, add other team members, and have full control over the account. This role is ideal for business owners, general managers, or anyone who needs complete visibility across all your locations.
The Staff Role
Staff members, on the other hand, can only access specific locations. This is perfect for employees who only need to manage reviews for one store or a subset of your business locations. It keeps things focused and prevents information overload.
When to Use Each Role
Use the owner role sparingly—typically for people in leadership positions who genuinely need access to everything. Use the staff role for most team members, as it gives them exactly what they need without unnecessary access to other parts of the business.