Members and roles

Give each person the narrowest role that lets them work.

Invite your team

1. Open Settings > Team members > + Invite member.
2. Enter their email and choose a role.
3. Send invitation. They become a member after accepting the email.

Change roles or remove members from Team members.

Adding someone without email access

Owners can choose Set a temporary password now. Enter the person's sign-in email, role and a temporary password of at least 8 characters. Full name is optional; without it, the account uses the email address instead. Choose Create account and share the password safely. The first time they sign in, they must set a new password. Managers use email invites.

The roles

Role	Main work
Owner	All settings, access and billing; at least one must remain
Manager	Daily operations, health, harvests and workers; no billing
Worker	Daily figures; expenses only if permitted
Finance manager	Sales, expenses, allocation, ledgers and Finance settings
Billing admin	Subscription, payment methods and PoultryDesk invoices

One account can belong to several organizations.

Custom roles

1. Open Settings > Roles > + Create role on a plan with custom roles.
2. Enter a permanent Role code: 3-40 letters, digits or underscores, starting with a letter. Name is what everyone sees. Add at least one permission.
3. + Add description is optional, then save.

Capture sites narrows only flock, health, inventory and feed capture. Leave every Site unchecked for organization-wide capture; other permissions remain organization-wide. Permission changes apply on the next request.

Use the row menu to Edit or Archive a custom role. Reassign active members before archiving. Built-in System roles cannot change.

Two kinds of settings

Settings changes the organization. My account changes your own profile and password.

Protecting sensitive actions

Sensitive changes may need two-step verification and appear in the audit trail. Hiding a button is never the access control.

See also

Sites and houses · Plans and billing