How to Add and Manage Team Users
Getting your team set up in RoasterTools is quick and easy! Whether you're bringing on new teammates or need to manage existing users, this guide has you covered.
Overview:
Who Can Manage Users?
Only an Admin can add new teammates, deactivate existing users, or grant Insight Access. If you don't see these options, check with your account admin.
To access your team page, click your name in the top right corner and select Team.
How to Add a New User
Adding teammates is as simple as sending an email!
1. Go to your name → Team
2. Enter the new user's email address in the field provided
3. Click Add User
Your teammate will receive an email with a signup link to create their account. Once they're in, they'll have access to RoasterTools right away.
How to Deactivate or Reactivate a User
Need to remove someone's access or bring a former teammate back? You can manage a user's status right from their profile—just toggle their Active status on or off.
- Go to your name → Team
- Find the user and click Edit next to their name
- Toggle the Active status off to deactivate, or on to reactivate
- Click Save
That's it! Deactivated users can no longer log in, and reactivated users can pick up right where they left off with their existing credentials.
Important: We Deactivate users instead of deleting. This keeps all historical data tied to that user, which is handy for reporting and order history.
Giving Team Members Insight Access
Want to share reporting data with your team without giving full access? Admins can grant Insight Access to specific users, letting them pull reports like Production Summary, Customer Purchases, Product Sales, and more.
- Go to your name → Team
- Click Edit next to the user's name
- Select Permissions on the left
- Toggle on Insights Access
- Click Save