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Team

Open the Team page at https://clickcollect.coffee/portal/staff/ to manage access and location assignment.

The current portal uses people with roles, not named team groups. If you are looking for “teams”, use the Team page to add each person and assign them to the right location or locations.

How roles work​

RoleWhat the role can do
OwnerFull account access, including owner management
AdminFull portal access
ManagerOrders plus categories, drinks, and extras
StaffOrders only

Owners and admins always have all-location visibility. Managers and staff can be assigned to specific locations.

Add a team member​

1. Open Team and review the current member list​

The page shows role badges, assigned locations, active state, and the current usage summary for billable team capacity.

Live screenshotTeam page overview
Team page overview
static/img/portal/team/01-team-overview.png

2. Select the add or edit action for a person​

Use the page action to open the member form. Existing records can also be opened with Edit from the list.

Live screenshotOpen add or edit team member form
Open add or edit team member form
static/img/portal/team/02-open-member-form.png

3. Complete the member form​

The form includes:

  • Email
  • Full name
  • Role
  • Is active
  • Assigned locations

If the role is Owner or Admin, the page treats the person as an all-location user.

Live screenshotTeam member form fields
Team member form fields
static/img/portal/team/03-member-form.png

Assign a team member to a location​

4. Use Assigned locations for managers and staff​

The Assigned locations multi-select lets you attach a person to one or more branches.

  • Leave it blank only if the page allows the person to work across all locations.
  • Owners and admins are treated as all-location users automatically.
Live screenshotAssigned locations selector
Assigned locations selector
static/img/portal/team/04-assigned-locations.png

5. Save and verify the list view​

After saving, confirm the person now shows the correct:

  • Role badge
  • Assigned locations
  • Active badge
Live screenshotSaved team member row
Saved team member row
static/img/portal/team/05-saved-member.png

Billing and ownership notes​

6. Watch for team-member billing prompts​

Adding an active non-owner can trigger billing if the account has no open team-member capacity left for the current cycle.

7. Handle owner changes carefully​

Only the current owner can add, edit, or remove owner-level access.

Live screenshotTeam billing or owner-management state
Team billing or owner-management state
static/img/portal/team/06-team-billing-or-owner-state.png

Good practice​

  • Give managers the minimum access they need instead of defaulting to admin.
  • Keep inactive people on inactive status instead of deleting them immediately if you still need their audit trail.
  • Recheck location assignment every time a branch opens, closes, or changes hours.