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Choose what each role can do

1 minute read · updated 27 Oct 2026

Each person has one role. Change a role and everyone with it updates straight away.

  1. Step 1: Open Roles and access

    Tap More, then Team, then Roles and access.
    Roles and access
  2. Step 2: See a role

    Tap a role to see what it can see and do.
  3. Step 3: Create a custom role

    Tap Create a custom role, name it and start from an existing role. Set the highest discount without the owner's PIN. Custom roles are on the Business plan.
  4. Step 4: Delete a role

    Move anyone with the role to another role first.
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