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Staff & roles

Who works in a supplier's Clipp account and what each person may do. A supplier adds team members on the Team page, gives each one a role, and the role decides which parts of the app that person can see or change. One person, the owner, always has full control.

Who uses it​

  • Admins invite people, assign roles, and build the roles themselves.
  • Team members sign in with the access their role gives them. Anything their role doesn't allow is hidden or read-only.

At a glance​

ConceptWhat it means
AdminFull access to everything. Not a role: it is a switch on the person, shown as Admin
OwnerThe one admin who created or first claimed the business. Cannot be removed or demoted
RoleA named set of access levels, one per area of the app. A non-admin has at most one role
AccessFor each area: Full Access, Read Only or No Access
InvitationA pending offer to join the team as an admin or with a role, accepted by the invited person

In this section​

PageWhat it covers
Team & invitationsThe Team page, inviting someone, and what they see when accepting
Roles & permissionsThe standard roles, the access matrix, creating and deleting roles
Admins & the ownerWhat admin and owner mean, and how a new business starts

Where it shows up​

  • Supplier app: Team (/staff) and Roles & Permissions (/rbac).
  • Everywhere else: menus, buttons and pages appear only if the person's role allows them.

Permissions​

ActionNeeds
See the teamTeam: read or full access
Add, edit or remove a team memberTeam: full access
Create, rename, edit or delete a roleAdmin only

Known limitations​

FAQ​

Why can't I find an "Admin" role in the list? Admin isn't a role. It is a privilege on the person. See Admins & the owner.

I changed a role. Do people need to sign in again? No. The change applies to everyone with that role straight away. See Roles & permissions.