How Team Members Join Your Business

What Happens When Someone is Invited

When you invite a team member to your Menuraq business, here's what they experience:

1. Email Invitation

• They receive an email from Menuraq
• Email includes your business name and invitation link
• Link is unique and secure

1. First Visit

• Click the link in the email
• They're taken to your business welcome page
• They see who owns the business
• Option to create their password

1. Getting Started

• Guided setup helps them get oriented
• Access is granted based on their role
• They can ask questions if needed

What Team Members Can and Cannot Do

If They're an OWNER:
Can Do:

• See all business data (sales, customers, staff)
• Change prices and inventory
• Add or remove other team members
• Change business settings
• See who has access to what
• Delete the entire business (rarely)

Cannot Do:

• Nothing if they're the sole owner (except deleting)

If They're a MANAGER:
Can Do:

• Handle daily orders and customer service
• Add and manage staff members
• View business performance and reports
• Process payments and refunds
• Manage menus and inventory levels
• See everything employees do

Cannot Do:

• Change billing or subscription plans
• Remove other managers (if multiple managers)
• Delete the business

If They're STAFF:
Can Do:

• Do their specific job tasks (like taking orders at counter)
• See orders assigned to them
• Access inventory they need to stock
• Help customers (within limits)
• View their own activity history

Cannot Do:

• Add or remove other team members
• Change prices or business settings
• See financial reports
• View other employees' information
• Change their role

How to Handle Team Invitations

Sending Invitations:

1. Go to your business dashboard
2. Click "Team" or "Users"
3. Click "Invite Members"
4. Enter their email and role
5. Send invitation

Tracking Invitations:

• Check who's been invited
• See who has accepted
• Follow up if someone hasn't joined
• Remove if they don't work out

What to Do If Someone Doesn't Join:

1. Check if email landed in spam
2. Send another invitation
3. Give them a deadline
4. Have a backup ready

Managing Your Team:

• Review who's doing what each week
• Update roles when responsibilities change
• Remove team members when they leave
• Keep contact information updated

Common Joining Issues and Solutions

Issue 1: Can't Find Email

• Check spam folder
• Resend invitation
• Make sure email is correct

Issue 2: No Access After Joining

• Refresh the page
• Clear browser cache
• Contact support if still issues

Issue 3: Wrong Role Given

• Change their role in team settings
• May need to re-invite them

Issue 4: Too Many Team Members

• Split responsibilities
• Create clear job descriptions
• Have clear rules about who does what

Pro Tips:

• Send invitations during quiet times
• Have multiple owners as backup
• Keep a list of all team members
• regularly review permissions

When to Change Permissions:

• When someone gets a new job
• When business needs change
• When they're trusted more
• When they move to a different role

What Team Members See When They Join

Welcome Message:

• "Welcome to [Business Name]"
• Brief introduction to your business
• What their role involves
• What's available to them

First Screen:

• Overview of their responsibilities
• Quick access to what they need
• Option to ask questions
• Support contact information

Quick Start:

• Guided tour (if needed)
• Access to training materials
• Support contact info
• What they can do today

Getting Started Timeline:

• Day 1: Join and learn basic operations
• Week 1: Learn their specific job tasks
• Month 1: Fully productive
• Ongoing: Continue improving and asking questions

What Good Team Members Need to Know

1. Who to Contact:

• You (owner) for big decisions
• Manager for daily operations
• Other staff for job-specific help

1. What They Can Access:

• Their role's specific information
• Customers they're helping
• Orders they're handling

1. What They Shouldn't Access:

• Other team members' private information
• Financial reports
• Settings they shouldn't change

1. How to Get Help:

• In-app chat support
• Email support
• Your direct contact information

Remember: Team management is about people working together. Good communication is the most important part!