Managing your team

Team collaboration is available on the Business plan. To invite a team member:

1. Go to the Team tab in your dashboard sidebar.
2. Click "Invite Member": Enter the person's email address and choose a role.
3. Send the invitation: The invitee receives an email with a link to join your team. If they don't have a MenuSquared account, they'll be prompted to create one.

Pending invitations appear in your team list until the invitee accepts. You can revoke an invitation at any time before it's accepted.

Each team member is assigned a role that controls what they can do:

• Owner: Full control over everything: menus, settings, billing, team management. There's always exactly one owner (the account creator).
• Admin: Can edit menus, manage settings, and invite/remove team members. Cannot access billing or transfer ownership.
• Editor: Can create, edit, and publish menus. Cannot change restaurant settings or manage team members.
• Viewer: Can view menus in the editor but cannot make changes. Useful for stakeholders who need to review menus before publication.

From the Team tab, you can:

• Change roles: Click the role dropdown next to a team member to change their permissions.
• Remove members: Click the remove button to revoke access. The person will no longer be able to view or edit your menus.
• Revoke pending invitations: Cancel an invitation before it's been accepted.

Role changes take effect immediately. A team member who was an Editor and gets changed to Viewer will see a "View Only" badge in the editor on their next visit.