Business Settings and Team Management
Setting up your business profile, inviting team members, assigning roles, and managing permissions in AskBiz.
Key Takeaways
- Visit Settings to manage your business profile, location details, and payment methods.
- Invite team members from the Team tab and assign roles based on their responsibilities.
- Roles (Admin, Manager, Cashier, Viewer) control what each person can see and do in AskBiz.
Accessing Business Settings
Click Settings in the top navigation bar. You'll see tabs for Business Profile, Location, Payment, Security, and Team. Business Profile is where you update your business name, type, description, and logo. Location tab lets you add multiple store locations and manage settings per location. Payment tab connects your payment processor for credit card and digital wallet processing.
Inviting Team Members
Go to Settings > Team. Click 'Add member'. Enter their email address, select their role (see role guide below), and click 'Send invite'. They'll receive an email with a link to create their password and log in. Once they join, they can start using AskBiz immediately with access appropriate to their role.
Free — no card needed
See this in action for your business
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Start for free →Understanding Team Roles
Admin: Full access to all features, settings, and team management. Ideal for owners and general managers. Manager: Can access POS, Operations, and Intelligence, but not Settings or team management. Good for shift supervisors. Cashier: Access to POS only — can process sales and refunds but can't access inventory, analytics, or settings. Viewer: Read-only access to dashboards and reports for stakeholders or consultants.
Managing Permissions and Access
Admins can edit or remove team members at any time. Click a team member's name in the Team tab to change their role or permissions. You can deactivate a member temporarily (they can't log in, but data is preserved) or remove them permanently. Each action is logged in the Audit log for security and compliance tracking.