How to add your team to a Business and give them roles
Give staff the access they need without sharing your account. Each person signs in with their own TBBN account, and you choose a role that matches their job. Some roles can also be limited to particular locations.
Roles
| Role | What they can do | Can be limited to locations |
|---|---|---|
| Owner | Everything, including deleting the Business. The person who created it | — |
| Admin | Everything except deleting the Business: the team, payouts, billing, locations, Spaces, API keys | No |
| Account manager | Locations, Spaces, pricing, bookings and guests, plus billing, earnings and refunds | No |
| Operations | Locations, Spaces, pricing, calendars, bookings, check-ins and guest messages. No money | Yes |
| Accountant | Billing and plan, statements, earnings and refunds. Can see bookings but can't edit Spaces | No |
| Developer | Sandbox API keys and webhooks. Can see bookings and billing but can't change them | No |
| Support | Sees bookings and answers guest messages | Yes |
| Front desk | Sees bookings, checks guests and members in, confirms drop-offs and pickups, and answers guest messages | Yes |
| Viewer | Read-only: bookings, billing and earnings | Yes |
Only the Owner and Admins can add, change or remove people, connect a payout account, or create live (production) API keys.
Merchant accounts have their own team on merchants.tbbnetwork.com — see Merchant dashboard.
Step 1: get their Account ID
Ask the person to:
- Sign in on tbbnetwork.com (or create an account).
- Open My trades (their account page) and select Copy next to Account ID.
- Send it to you.
Step 2: add them
- Go to business.tbbnetwork.com and open your Business.
- Under Team → Add someone, paste their Account ID and choose a Role. The description under the role says what it can do.
- For Operations, Support, Front desk or Viewer, choose Locations:
- Every location, or
- Only these locations, then tick the ones they work at.
- Select Add to team.
They can now use the parts of business.tbbnetwork.com and space.tbbnetwork.com their role allows. Someone limited to some locations sees only those locations, their Spaces, bookings and guest messages.
You can also manage the team from account.tbbnetwork.com → Overview → Team for that Business.
Change or remove someone
- To change a role or locations, choose a new Role next to their name (or open Change locations), then select Save.
- To remove someone, select Remove. They lose access straight away.
The Owner can't be removed or given another role.
What your team sees
When someone signs in to business.tbbnetwork.com or space.tbbnetwork.com, Businesses they're on the team of are listed alongside their own, with their role.
Tips
- Give front-desk staff Front desk, limited to their location — they can run check-ins and drop-offs without seeing money.
- Give your bookkeeper Accountant, so they can handle billing, statements and refunds without editing your Spaces.
- Give your developer Developer, not Admin. They can work with sandbox keys and webhooks; an Admin creates the live key when you're ready.
- Remove people when they leave, and rotate any API keys they had access to.
Still stuck? Ask in the community or contact us from tbbnetwork.com/contact.