What is the difference between a manager and an employee?

Managers can assign tasks, review completions, manage schedules, and handle incidents for their assigned locations. Employees see their daily tasks, clock in/out, and report incidents on mobile.

What happens if I run out of seats?

Pending invites and active members count toward your purchased seats. Add seats from billing settings before sending new invites.

Inviting team members & roles

Before you invite

Confirm you have enough seats. Active members plus pending invites must not exceed your purchased seat count.

Sending invites

Go to Dashboard → Team and click Invite member.
Enter email or phone number for SMS invite.
Choose organization role: member (default) or admin.
Assign locations and toggle Store manager for locations they will run.
Send the invite — they receive a link to create their account.

Sending a team invite with manager role and location access

Roles explained

Owners and admins manage billing, all locations, and org-wide settings. Store managers run day-to-day operations for assigned locations — tasks, schedule, incidents, stock. Employees use mobile for Today, clock, incidents, and stock alerts.

After invite acceptance

Employees download the StoreBoard mobile app and sign in.
They see tasks and shifts for their assigned locations.
Managers can use web dashboard or mobile manager screens.

Tip: Invite managers first so they can help build task templates before rolling out to the full floor team.

Questions? See our FAQ & troubleshooting guide or contact support.

Inviting team members & roles

Before you invite

Sending invites

Roles explained

After invite acceptance

Ready to set up your store?