Invite your team

Invite Your Team to CaterCloud

Getting your staff set up in CaterCloud means everyone can log in, see what they need, and start working from day one. This guide is for account owners and admins who want to add team members during initial setup or at any time afterward.

Before You Start

Only users with the right permissions can invite others. If you don't see the invite options described below, your account role may not include team management. Contact your account owner to have your permissions updated.

How to Invite a Team Member

1. Go to Settings → Team from the main navigation.
2. On the Team settings page, locate the invite section.
3. Enter the new team member's email address in the invite field.
4. Select a role for this person (see role options below).
5. Send the invitation. The team member will receive an email with a link to set up their account.

Available Roles

CaterCloud uses roles to control what each person can see and do. When inviting someone, choose the role that matches their responsibilities:

• Admin — Full access to settings, bookings, invoices, staff, and client records. Can invite and manage other users.
• Viewer — Read-only access. Suitable for stakeholders who need visibility but shouldn't make changes.
• Other roles may appear depending on your plan and configuration.

Assign the least permissive role that still lets someone do their job — you can always adjust this later.

If the Page Fails to Load

If the Team settings page shows an error, click Retry to reload it. If the problem persists, refresh the page or contact CaterCloud support.

After Inviting

• Pending invitations will appear in the team list until the recipient accepts.
• You can revisit Settings → Team at any time to review your team, update roles, or remove users.

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Tip: Once your team is set up, head to your bookings settings to control which staff members are available to assign to events.