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Lesson 11 · 1 min 03 sec

Add Your Team: Vending Business Logins and Roles

Invite employees by link, pick the right role and control what each person can see in MyVendbook vending business software.

Free lesson from MyVendbook training. Plans covered: Mixed: some steps need Professional.

What you will learn

Step by step

  1. Team logins. Team logins are part of Professional. Give your restockers, managers and bookkeeper their own logins.
  2. Your team. See who has joined and who is still pending. Change a role, or remove someone, any time.
  3. Invite by link. Enter your teammate's email and pick a role. Each person gets their own login.
  4. Create the link. Tap Create invite link and send it. It works once, and they choose their own password.
  5. Four roles. Owner sees everything. Manager runs the day-to-day. Restocker sees machines and stock. View-only can look, not change.

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Video transcript

Module 11. Add Your Team. In this lesson: invite someone by link, pick the right role, and change or remove access.

Team logins are part of Professional. Give your restockers, managers and bookkeeper their own logins.

See who has joined and who is still pending. Change a role, or remove someone, any time.

Enter your teammate's email and pick a role. Each person gets their own login.

Tap Create invite link and send it. It works once, and they choose their own password.

Owner sees everything. Manager runs the day-to-day. Restocker sees machines and stock. View-only can look, not change.

Now it is your turn. Pause here and try each one yourself. Then come back for the next one.

Next up: module 12, Grow, Learn and Connect. See you there.

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