Manage the merchant team
Invite staff, review invitation states and remove merchant access.
Open Invitations to invite staff and Members to review current memberships. Only a merchant owner can invite or remove staff. Invitations cannot grant ownership, promote an existing member or transfer a role.
Invite staff
- Open Invitations and enter the staff member's email.
- Confirm the staff role.
- Select Review invitation, check the merchant and address, then select Send invitation.
- Check the invitation list after sending. The invitation creates a pending invitation; it does not create membership until the recipient verifies and accepts it.
An invitation lasts seven days. Accepted by email service means the provider accepted the message, not that it reached the inbox or that the recipient joined. Use Refresh status, Review resend or Revoke according to the current state. A replacement link invalidates the previous unused link, even if the replacement email fails.
Remove access
In Members, review the person and merchant, then choose Remove access. Owners cannot remove themselves or another owner. Removal ends staff membership and its workspace session context, but does not delete the person's account or health records. Rejoining requires a new invitation and does not restore prior sharing consent.
Merchant staff can open Reward collection. They cannot manage offers, invite staff or open workspace analytics. For complete invitation states and email recovery, see workspace invitations.