Team & Organization Management
Invite team members, manage roles, and configure your organization settings for collaborative analytics.
Overview
CannMenus Pro supports team collaboration. Organization admins can invite colleagues, assign roles, and manage billing. Every team member gets their own login with personalized saved views and alert preferences.
Inviting Team Members
Step 1
Open Organization
Click your avatar in the top-right corner and select Organization, or go to cannmenus.com/organization.
Step 2
Open the Team Tab
The Team tab lists current members and anyone with a pending invitation.
Step 3
Send an Invitation
Click Add Member, enter the person's email address (and name, if you like), and select their role (Admin or Basic). CannMenus emails them an invitation.
Step 4
They Accept
The invitee clicks Accept Invitation in the email and creates their login. The invitation is valid for 7 days; if it expires, click Resend invite next to their name.
Roles and Permissions
- Admin: Full access to all dashboards, alerts, team management, billing, and organization settings.
- Basic: Access to all dashboards, personal saved views, and the ability to use alerts configured for them. Cannot manage team or billing.
Tips and Best Practices
Tips
- Invite at least two admins so account management does not depend on a single person.
- Use the Basic role for sales reps who need dashboard access but should not modify organization settings.
- Each team member can set up their own personal Saved Views and notification preferences.
- Review your team list quarterly to remove former employees and keep your account secure.