How do I invite employees and choose their roles?
Give the people running the programme the access they need while keeping merchant data scoped to your business.
On the updated dev version, organisation owners can open Settings → Team & access, enter an email, choose Manager or Staff, and create an invitation. When transactional email delivery is enabled, Kardy queues an invitation email. You can also copy and share the link directly. Email configuration and production rollout are separate.
The recipient must sign in with the invited email, verify it, and accept within seven days. The owner can revoke pending invitations, change teammate roles, or remove access. Ownership transfer requires fresh identity verification and acceptance by the new owner.
Employee accounts includes Manager and Staff combined; the Owner and customer Members do not count. Employees belong to the business, not an assigned outlet, and may perform permitted scans at its eligible outlets. With pooled Growth billing, the shared allowance is 5 × confirmed paid outlets. A person working across several outlets counts once in that business. Switching Manager/Staff roles does not reset usage. Scale capacity is agreed with us. Check Usage & limits for your current allowance: rollout requires activation. If paid capacity falls, existing accounts remain but new employees cannot join above the limit. An inactive subscription still blocks paid operations.
Manager and Staff are distinct roles. Managers can handle permitted programme configuration and day-to-day operations; Staff handle authorised counter operations without configuration writes. Neither role can manage the team, transfer ownership or access billing. Choose the least access each employee needs.
For more detail, read our guide to team invitations and ownership transfer.
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