Direct answer
Match system access to the job instead of giving everyone the same login. Owners see all stores, financials, and settings; managers see store level sales data, team performance, and scheduling; salespeople see the sales terminal, their own KPIs, and their customer follow-up tools; drivers see routes, checklists, and their schedule. Each person is added by email, given a role, and assigned to the store or stores they actually work, so a new hire logs in already scoped to their job on the first shift.
RetailGenie uses role-based access, so each team member sees exactly what they need: nothing more, nothing less. Whether you're staffing a mattress showroom, a furniture gallery, or an appliance center, getting your team set up correctly from day one saves headaches later.
Roles Explained
- Owner: Full access to all stores, financials, and settings
- Manager: Store-level access to sales data, team performance, and scheduling
- Salesperson: Sales terminal, personal KPIs, customer CRM, and follow-up tools
- Driver: Delivery routes, checklists, and schedule
Sending Invitations
- Go to Settings → Team
- Click 'Invite Team Member'
- Enter their email address and select their role
- Assign them to one or more store locations
- Click 'Send Invitation'
They'll receive an email with a link to create their account. Invitations expire after 7 days. You can resend from the Team page if needed.
Managing Multi-Store Assignments
If you have staff who float between locations (a common setup for furniture and appliance retailers with nearby stores), you can assign them to multiple locations. They'll be able to switch between stores from their dashboard without logging out.
Onboarding Best Practices
When inviting a batch of team members, consider doing it in phases: managers first, then salespeople, then drivers. This gives managers time to configure their store settings before the team starts logging in.
Send invitations at the end of the day so new team members can set up their accounts at home before their first shift.
Only Owners can invite Managers. Managers can invite Salespeople and Drivers for their assigned stores.
Frequently asked questions
Can my store manager add new salespeople, or does that have to come from the owner?
A manager can invite salespeople and drivers for the stores they are assigned to, so day to day hiring does not stall waiting on the owner. Creating another manager is owner only, which keeps store level access from spreading without the owner knowing. You pick the role and the store assignments in the same invite flow, before the invitation goes out.
How do I set up a salesperson who covers two of my locations?
Assign that person to every location they work rather than creating a second account for the other store. They can then switch between stores from their dashboard without logging out and back in. It is a common setup for furniture and appliance retailers whose locations sit close enough that people cover shifts at more than one.
What order should I onboard my team in when I am rolling out new retail software?
Bring managers on first and give them time to finish configuring their store settings before the rest of the team logs in, then add salespeople, then drivers. Send the invitations at closing time so people can create their account at home instead of doing it on the floor during their next shift. Invitations expire after seven days, so watch for unclaimed ones and resend them from the team page.
Next lesson
Using the Sales Terminal