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 assignments | One or more rows. Each row binds a role to the whole business (tenant scope) or to a specific store |
- Click Save.
You can assign multiple roles in one invitation. Example: Cashier at Store A plus Inventory at Store B. Duplicate role and store pairs are rejected.
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: every role, scope (business-wide or store), and store target
- Last Activity: most recent sign-in 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 | Replace the full assignment set. Add, remove, or change rows. Saves only when you submit the complete list. |
| Activate / Deactivate | Toggle whether the user can log in |
If someone else edits assignments while you are on the form, save may fail with a conflict. Refresh the page and review the current assignments before saving again.
Protected team members
You can change another team member's password or Active / Inactive status only when you hold every permission they have, in every store where they have it. For example, a manager of one store can't reset the password of someone with business-wide access. Ask someone with broader access, such as the business owner, to make the change.
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.
Store selection in the portal
Operational pages (orders, inventory, POS, online store settings) use the selected store in the URL or picker. Permissions apply in that store context. Switch stores from the page filter or online store picker when you hold access to more than one location.
Deactivating vs Deleting
- Deactivate a user to block their login without losing their history, which is 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.