Team members & roles

Team Members & Roles

The Team settings page lets account owners and managers invite colleagues, assign roles, and revoke access — keeping the right people in your CaterCloud account without giving everyone the same level of control.

Getting to Team Settings

Navigate to Settings → Team to open the team management page. If you don't see options to invite or edit members, your role doesn't include team management permissions.

Inviting a New Team Member

1. Go to Settings → Team.
2. Click the Invite button (visible to users with manage permissions).
3. Enter the new member's email address and select their role.
4. Send the invitation — they'll receive an email to set up their access.

Only users with the user:invite permission can send invitations. If the button isn't visible, contact your account owner.

Understanding Roles

CaterCloud uses role-based permissions to control what each team member can see and do. Roles are assigned per account (tenant), so the same person can have different access levels across different CaterCloud accounts.

• Owner / Admin-level roles — full access including team management, billing, and settings
• Standard roles — access to day-to-day features like bookings, quotes, and client records
• Viewer — read-only access; cannot make changes or invite others

The exact role names shown will reflect your account's configuration.

Changing a Member's Role

1. Go to Settings → Team.
2. Find the team member you want to update.
3. Select their new role from the available options.
4. Save your changes.

Role changes take effect immediately — the user's permissions update on their next action or page load.

Removing Access

1. Go to Settings → Team.
2. Locate the member you want to remove.
3. Use the remove or revoke option next to their name.

Removed users lose access straight away and cannot log in to your account.

> Tip: If the Team page fails to load, click Retry — this refreshes the view without losing any unsaved changes elsewhere in settings.