Users & Team Members
How to add team members, share their login credentials, assign roles, and manage user accounts.
Managing Users
Go to Team in the sidebar to see all team members in your Cashvio workspace.
The users list shows each user's name, username, email, status (Active / Inactive), and last login. You can filter by name, username, email, and status.
Adding a Team Member
- Go to Team and click Invite User.
- Fill in the details:
| Field | Description |
|---|---|
| First Name / Last Name | The team member's name |
| Their email address | |
| Username | The username they can log in with (login accepts username or email) |
| Hourly Rate | Optional — used for staff cost reporting |
| Role | The role that determines their permissions |
| Store-specific role | Check this to limit the role to one store, then pick the store. Otherwise the role applies across the whole business |
- Click Save.
Sharing the temporary password
When the user is created, Cashvio generates a temporary password and shows it once in a dialog with a copy button.
Important
No invitation email is sent. Copy the temporary password and share it with the team member yourself (in person or through a channel you trust). If it is lost, you can set a new password from the user's details page at any time.
User Details
Click on a user to see their profile:
- Personal Information — name, username, email
- Account Status — Active / Inactive
- Role Assignments — their role and whether it is business-wide or store-specific
- Last Activity — last login time
Actions available
| Action | What it does |
|---|---|
| Edit | Update first name, last name, and hourly rate |
| Change Password | Set a new password for the user (useful when the temporary password is lost) |
| Change Role | Assign a different role, business-wide or scoped to a store |
| Activate / Deactivate | Toggle whether the user can log in |
Note
A user's email cannot be edited here — email changes go through the verified email-change flow that the user starts from their own Account Settings.
Deactivating vs Deleting
- Deactivate a user to block their login without losing their history — best for staff who leave temporarily.
- Deactivated users can be re-activated at any time.
Tip
Records created by a user (orders, adjustments, returns) always keep their name, so deactivating staff does not affect your reports or audit history.