Managing Organization Members

You can invite team members to your organization and give each one a role and a branch access. The role decides what they can do; the branch access decides which branches they can do it in.

Inviting a Member

The invited person receives an email with a link to accept the invitation. If they don't have a Fuze Store account yet, they can create one with the same email address and then accept. Invitations expire after 72 hours, and the invitee only joins once they accept — until then they appear on the Invitations page in the app, and under Pending Invitations on the website.

An invite carries an email address, a role and the branches the person can reach. You can only offer a role and branches within your own. On the website, the invite lists only the roles you can give, and branches outside your own are greyed out. If the person also needs to sell at a register, add them as staff in that branch once they have accepted.

Pending Invitations

In the app, tap Invitations in the organization's menu to see the invitations still waiting for an answer. On the website they are on the organization's page. Each one shows the role, when it expires, and in the app its Branch access (all branches, or the branches it gives). From there you can:

• Cancel an invitation (removes it permanently)
• Resend an invitation — in the Fuze Store app only; the website offers Cancel alone

Resend and Cancel show only to members who can manage members.

See your members

In the app, the Members page lists everyone who has joined, with their role, their branch access (All branches, or the names of their branches) and whether they have accepted. Search by name or email in the search bar, or tap Filters to show one role. On a tablet or computer it is a table; on a phone, each member is a card. There is no separate page per member: Change Role and Remove are on each row.

Roles and branch access

Each member has one of the six roles (Owner, Admin, Payroll, Billing, Area manager, Member) or one of your own roles, and either all branches or chosen branches. See Organization Roles and Branch Access for what each role can do.

Updating a Member's Role

Changing a member's role or branch access is done in the Fuze Store app — the website's Members card offers Invite and Remove only, and shows them only to members who can manage members.

1. Open Members in the organization's menu and find the member.
2. Press Change Role (on a phone, open the ⋯ menu on their card first), then pick the role and the branch access.
3. Press Save. It takes effect immediately. If the member has the app open on a branch they can no longer reach, the app leaves it for their store list and tells them.

Removing a Member

1. Open Members in the organization's menu and find the member.
2. Press Remove next to their name (on a phone, in the ⋯ menu on their card). On your own row the button reads Leave: it removes you from the organization and takes you back to your store.
3. Confirm the removal.

Removing a member ends their organization access, including every branch they reached through the organization. If they were also added as staff to individual stores, that staff place stays; remove it in each store's Staff. You can only remove someone whose role and branches are within your own.

The person who pays for the organization

The person who created the organization is its primary owner. The Organization add-on, the bills and the wallet are on their account, and their row shows Pays for this organization.

Nobody can change the primary owner's role, switch them off or remove them, another Owner included, and they cannot leave. Other Owners keep every other power. Moving an organization to a different payer is not available yet; contact support if you need it.

Edge cases

• Invitations expire after 72 hours; resend to refresh them.
• Primary owner: the account that pays for the organization can never be demoted or removed. Any other Owner must be demoted before they can be removed, and you cannot change your own role.
• Branch access: a member limited to chosen branches never sees the others, and branches linked later are not added unless All branches is on.

Works with

Related guides

• Organizations Overview
• Organization Roles and Branch Access
• Accepting an Invitation
• Organization Activity Log
• Organization People
• Switching Stores