Managing team members & roles
Add staff, set their role group, and control permissions.
Team is where you manage the people who use Panso and what they can do.
- Open Settings → Team → Team. Each member shows a role group (Finance & Billing, Sales & Events, Culinary & Beverage, admin…), email, phone and job title.
The Team list - Click + Add to invite a member, or toggle one active/inactive.
Adding a member - Use Roles to define permission sets and Activities for an audit trail of who did what.
Roles and Activities
Only give admin access to people who need to change billing, taxes and account settings. Everyone else should get a role scoped to their job (Sales & Events, Culinary & Beverage, Finance & Billing).
Frequently asked questions
How do I add a new team member?
Settings → Team → Team → + Add, enter their details and role, and save. They’ll sign in with their own email.
What’s the difference between a role group and admin?
Role groups scope what someone sees and does; admin can change account-wide settings (billing, taxes, team). Keep admins few.
Someone left — how do I remove access?
Toggle their member record inactive (don’t delete, so their history stays intact).
Where can I see who changed what?
Team → Activities is the audit trail of staff actions.