Overview
CannMenus Pro supports team collaboration. Organization admins can invite colleagues, assign roles, and manage billing. Every team member gets their own login with personalized saved views and alert preferences.
Inviting Team Members
Step 1 — Go to Account Settings
Click your avatar in the top-right corner and select Account Settings.
Step 2 — Open the Team Tab
Navigate to the Team section to see current members and pending invitations.
Step 3 — Send an Invitation
Enter the email address of the person you want to invite and select their role (Admin or Basic).
Step 4 — They Accept
The invitee receives an email with a link to join your organization. The invitation is valid for 7 days.
Roles and Permissions
- Admin: Full access to all dashboards, alerts, team management, billing, and organization settings.
- Basic: Access to all dashboards, personal saved views, and the ability to use alerts configured for them. Cannot manage team or billing.
Tips and Best Practices
- Invite at least two admins so account management does not depend on a single person.
- Use the Basic role for sales reps who need dashboard access but should not modify organization settings.
- Each team member can set up their own personal Saved Views and notification preferences.
- Review your team list quarterly to remove former employees and keep your account secure.