Team & Roles

Team management is the Accounts entry in the main sidebar, and only Admins see it. From there you can invite a new teammate, change someone's role, or remove an account. Everyone, regardless of role, can update their own name, email, and password from their profile.

Admin has full access. Admins manage the team and billing, see fees and rent on every house, run reports, and have create-edit-delete control over every record (houses, items, rooms, themed rooms, contacts, categories, custom fields). Pick this role for owners and managers.

Stager runs the day-to-day staging work. Stagers create and edit houses, items, rooms, themed rooms, contacts, and categories, and they can assign barcodes to items. Stagers cannot open the team or billing pages and cannot run reports. Pick this role for designers and project leads.

Mover is read-only on inventory and houses, with one extra power: a Mover can scan an unknown barcode and link it to an existing item. Movers cannot create, edit, or delete records, cannot see fees or rent, and cannot search for or open teammate accounts. Pick this role for warehouse staff who load trucks and check items back in.

1. 1

   Open the invite dialog

   From the sidebar, open Accounts, then click Invite people.
2. 2

   Add the email addresses

   Type one or more email addresses. Press Enter or a comma after each one, so you can invite several people at once. There is no name field: until the person sets their own name, the invite uses the part of their email before the @.
3. 3

   Pick a role and send

   Choose a role for everyone in this batch. The footer shows how many of your plan's seats the invites will use. Once you send, each person receives an email from Staging Assistant with your name, your company name, and a link to set their password.
4. 4

   They set a password and sign in

   The link opens a page where they set their name and choose a password (10 characters or more).

An invite link is good for 7 days. Until the person accepts, the invite stays in your Pending invites list, where you can Resend the email or Revoke the invite to free the seat.

Admins can edit any teammate's role at any time, except their own. You cannot demote yourself, which prevents an account from accidentally locking the team out of admin access. To hand the keys to someone else, promote them to Admin first, then ask them to edit your role.

The pencil next to a teammate's name opens a dialog to rename them. Renaming is a convenience for Admins; email is never editable for someone else, and the teammate can update their own name any time.

The account page also has a Notes field for context you want to keep about a teammate, such as their availability or the routes they cover. Click the notes to type, and the text saves as you go.

A teammate can change their own name, email, and password from Settings › General (reached from the avatar menu in the top-right corner or from the sidebar). Email is the one detail an Admin cannot edit for someone else. Only the account owner can change it. Email and password changes both require the current password, and new passwords must be at least ten characters. Log out lives in the same two places: the avatar menu and the bottom of the sidebar.

1. 1

   Open the teammate

   From the team list, open the ⋯ menu on their row and choose Remove, or click into their account page first.
2. 2

   Confirm the removal

   On the account page, use Remove from team and confirm. The account is removed and any active session is invalidated.

The houses, items, rooms, and themed rooms the teammate worked on stay where they are; removing an account does not delete the records they touched. You cannot remove your own account from this page. Ask another Admin to remove you, or cancel the subscription from the billing page if you are the only Admin.

A Mover can:

• Browse the inventory list and open any item.
• Browse houses and open any house, room, or themed room.
• Scan an unknown barcode and link it to an existing item, which is often how new inventory is brought into the system on the warehouse floor.

A Mover cannot:

• Create, edit, or delete houses, items, rooms, themed rooms, categories, or contacts. The New button and edit-row controls are hidden outright, not disabled.
• Create a new item from the unknown-barcode page. They can only associate the code with an item that already exists.
• See the fee or rent on a house.
• Search for or view teammates. Account results never appear in Mover search.
• Open the team page, the billing page, or reports.

Stagers fall in the middle. They have the same edit-and-delete reach as Admins for inventory and projects, including fees and rent on houses, but the same billing, team, and reports walls as Movers.

• Plan limits set how many teammates you can invite. See billing and plans.
• Movers spend most of their time scanning. See barcodes for the scan-and-associate flow.
• Who can place an item on hold or check it out follows the same edit-vs-view rules. See holds and checkouts.