Your team and what they can do

Give family or staff their own sign-in, so nobody shares your password. Each person gets a role that decides what they can see and change.

Adding someone

Only the site’s owner can manage the team.

1. Go to Settings › Team.
2. Tap Add beside Add someone.
3. Type Their email and choose what they can do: Manager, Staff or Viewer.
4. Tap Send invite. We email them a link to join.

They’ll show on the Team tab as “hasn’t joined yet” until they accept.

What each role can do

• Owner (you): everything, including Payments & billing, going live and managing the team.
• Manager: everything except Payments & billing and the team. They can change pitches, prices, your website, messages, other booking sites and settings, pause bookings, see reports and download them.
• Staff: day-to-day work. They can add and change bookings, look after guests and send messages. They can see pitches, prices and reports, but not change pitches or prices, and they can’t open your website editor or Settings.
• Viewer: can look but not change anything. They see bookings, guests, pitches, prices, messages and reports.

Only the owner can refund a guest. Managers and staff can cancel bookings, but nothing is refunded when they do: the owner refunds from the booking’s page afterwards.

Everyone only sees the parts of the menu their role allows. Where someone can’t do a step on a list, it says to ask the owner.

What they see when invited

We email them an invitation to join your site on PootlrHost. Its link shows their role and what it means. If they don’t have an account, they tap Create an account using the same email address the invite went to, or Log in if they have one, then Accept the invitation. Their dashboard opens on your site.

Changing or removing someone

In Settings › Team, tap Change beside their name. Choose a new role, or Remove followed by their name, then save. Once removed, they can’t sign in to your site any more, but they keep their own PootlrHost account.

For someone who hasn’t joined yet, tap Manage and choose Send the invite again or Cancel the invite, then tap Send it again or Cancel invite.

Good to know

• Invite links work for 7 days. If one runs out, send the invite again for a fresh link.
• The invite only works for the email address it was sent to. If they sign in with a different one, they’re asked to use the right account.
• You can’t invite someone who’s already on your team, or who already has an invite waiting.
• Team members can be on more than one site, each with its own role. See Running more than one site.
• Ask your team to turn on two-step sign-in, as their accounts can see your guests’ details too.