Adding your team and user roles
Invite colleagues to your Wollette account, and suspend or deactivate accounts when someone leaves.
Before you start: You'll need your dashboard password — every invite asks you to confirm it first. You'll also need the person's email address. For branch staff, the branch must already exist.
Where to find it:
- Merchant administrators: Sidebar → Merchant settings → Manage admins
- Branch administrators and clerks: Sidebar → Branches → the branch → Settings tab → Manage admins / Clerks
The three roles
| Role | Where you invite them | What they can do |
|---|---|---|
| Merchant administrator | Merchant settings | Everything: all branches, the catalogue, marketing, payments and billing, and the whole of Merchant settings — including inviting other people |
| Branch administrator | The branch's Settings tab | The branches they're attached to, plus Transactions, Product insight and Card services. No merchant-level settings, billing or subscription |
| Branch sales clerk | The branch's Settings tab | The branch and transactions — the till-facing role |
A branch administrator or clerk can be attached to more than one branch. If you invite someone who already has a Wollette account of that type, they're simply added to the branch instead of being sent a fresh invitation.
Inviting a merchant administrator
Steps
- Go to Merchant settings. The Manage admins card is at the top of the right-hand column.
- Click Invite admin.
- Confirm your password.
- In the Invite admin window, type their address into Email.
- Click Invite.
What happens next
You'll see "Admin invited", the window closes and the table refreshes. The new person appears with an invited status until they finish setting up their account.
They'll receive an invitation email and they must use the exact address you invited them with.
Inviting a branch administrator
Steps
- Go to Branches and open the branch.
- Open the Settings tab. The Manage admins card is in the right-hand column.
- Click Invite admin.
- Confirm your password.
- In the Invite branch admin window, type their address into Email address.
- Click Invite.
What happens next
- If they're brand new to Wollette: "Admin invited" — they get an invitation email for this branch.
- If they're already a branch administrator somewhere in your business: "Admin added to branch" — no email, they simply gain access to this branch the next time they sign in.
Inviting a branch sales clerk
Steps
- Go to Branches, open the branch and open the Settings tab.
- Expand the Clerks card and click Invite clerk.
- Confirm your password.
- In the Invite clerk window, type their address into Email.
- Click Invite.
What happens next
- New to Wollette: "Clerk invited" — they get an invitation email.
- Already a clerk at another of your branches: "Clerk added to branch" — they gain access immediately.
Reading the table
Each list shows Name, Email, Phone and Status. A fully set-up account shows as Active; anything else shows the raw state, such as invited or suspended.
If you have more than four merchant administrators, a See all link appears under the Manage admins card and opens the full list.
Editing someone's details
Names, usernames, phone numbers and locale settings are edited by each person from their own Profile page. There is no way to edit another user's details from the admin or clerk lists.