Add a teammate
- On your phone
- On the web
1
Open Team
Open Shop and tap Team, then Invite a teammate.
2
Enter their email
Type it under Their email, like [email protected].
3
Pick what they will do
Under What will they do?, pick a role. Each one says what it lets them do.
4
Send it
Tap Send invite. Sapt emails them a link to join. It works for 2 days.
Invitations
An invite link works for 2 days. Until they join, the invite waits in a list.- On your phone
- On the web
Under Invited, not joined yet, tap the invite. Tap Send the invite again for a fresh 2 days, or Cancel invite to stop the link.
Roles: who sees what
A role decides which parts of Sapt someone sees. If a role cannot see customers, that person does not see Inbox, CRM or Workflows at all. Website, Team and Billing each need their own access too.
Your shop may not have every one of these, or may have others. The phone app says what each role lets someone do when you pick it.
Change someone’s role
- On your phone
- On the web
In Team, tap the person. Pick a new role under Their role and tap Save role.
Make your own role
On the web, open Project Settings, then Permissions, then Roles. Click Create Role, name it and check what it can do under Permissions. Open a role and click View as this role to see Sapt the way that person will.Hand over the account
Only the account owner can do this, on the web.1
Find the new owner
In Team, open the ⋯ menu on the person’s row.
2
Transfer it
Click Transfer ownership, then Transfer ownership again to confirm. You stay on the team. They can hand it back any time.
Remove someone
- On your phone
- On the web
In Team, tap the person, for example Maya, then Remove Maya from the shop. Tap Remove Maya to confirm. She can no longer open your shop in Sapt. What she already did stays, and you can invite her again later.