Team & roles
Invite your team and control what each person can do.
Inviting teammates
Open Team and invite a teammate by email — they'll get a link to join your organization.
Roles
Each teammate has a role that scopes their access, for example:
- Owner / Manager — full access.
- Rep — sales and orders.
- Bookkeeper — invoices, payments, and accounting.
- Warehouse — inventory and fulfillment.
- Broker — a commission-earning B2B rep.
- Floor Staff — bartenders, servers, pickers. Orders, Messages, and a read-only shelf: they see your inventory (a shop's floor also sees My Catalog) without cost or margin, and never the books, affiliates, campaigns or the Bottl.Service partnership view. Floor Staff don't use a seat.
Assign the role that matches what someone should see and do. You can change it anytime.
Who can message other businesses
Conversations with other businesses — direct messages, group chats, shared channels, and your PLUG threads — are for people with the Message other businesses permission. Owners, managers, bookkeepers, reps and brokers have it by default; Floor Staff and Warehouse do not — they see your team channel and order threads only. To let a particular person read those conversations, give them a custom role with that box ticked under Team → Roles & Permissions.
Change requests from the floor
Floor Staff can't edit the shelf, but every row offers Request change — a new count, a shelf price, listed or not, or a note about something else. Requests land on Change Requests (under your catalog) for anyone with the Manage inventory permission. Approving applies the change through the same checks your own edit goes through; declining sends your note back. Both of you are notified.