How to add team members and set their roles

Each person on your team gets their own login. Only an Admin can add, change or remove team accounts.

Steps

1. Open Settings and switch to the Team tab.
2. Click Add user.
3. Enter their Name, Email and a Password (at least 8 characters, an uppercase letter and a symbol).
4. Choose a Role:

• Admin: full access, including deleting data and managing accounts.
• Member: can create and edit day-to-day data (items, recipes, production, sales, stock) but cannot delete anything.
• Read-only: can see everything and change nothing.

1. Save. Tell the person the workspace address (yourworkspace.jogan.cloud), their email and the password. They can change the password themselves afterwards under Settings → Profile.

There is no invitation email. The account is active as soon as you save it.

Which role for whom

• The owner and anyone who reconciles stock or fixes mistakes: Admin.
• Kitchen, floor and counter staff who record production, purchases and sales: Member. They can do all the daily work and cannot un-build the ledger by accident.
• An accountant, investor or supervisor who needs to look: Read-only.

See Team roles explained for the full list of what each role can do.

Changing a role, resetting a password, removing a person

All from the same Team tab:

• Change the role from the drop-down on their row. It takes effect on their next request, immediately.
• Reset password sets a new password for them.
• Remove user deletes their account and ends their access. Records they created stay.

How many people can I add?

Plans include a team size: Starter up to 3, Growth up to 5, Scale up to 10. Adding someone past it is refused with a "Plan limit reached" message; remove someone who has left, or upgrade. This is the same whether you pay monthly or yearly. Need more than 10? Tell us what you need in the chat bubble and we will put together a plan that fits. See Pricing and plans.