Team & Access
Each member signs in with their own email and sees only their lanes — sales opens on their own leads and never sees store gross, transport never sees the leaderboard. The API enforces it, not just the menu. A selling login is linked to a roster row, so the round-robin, “my leads” and phone alerts all know who they are. Who gets the next lead is set in Lead Routing.
Add a member
CRM + leads — opens on their own leads, no store financials · They get an email with a 7-day link to set their own password, then install the app.
Logins
No members yet — the owner login is the only account.
Deactivating a member blocks their next sign-in and token refresh. Role and roster changes take effect on their next session refresh. A selling login with no roster row sees the whole store and gets every alert — link it.