Add your team

Open Team & roles

Go to Settings → Team & roles. Team members lists everyone on your team; until you invite someone it says “It’s just you for now”. Click Invite.

Invite them

Enter their Email and choose a Role: Manager or Staff. Click Send invite. They get an email to create their own login and join your business, and show as Invited until they accept.

Choose what each role can do

Under Roles & permissions, each role has a setting for every part of Reeve: Clients, Pets, Vets, Bookings & schedule, Messages, Invoices, Services, Website, Business settings, Billing & taxes and Staff & roles. Set each to No access, View or Manage, then click Save for that role. The Owner, which is you, always has full access.

For example, Staff start able to manage clients, bookings and messages, but can’t see invoices, billing or your settings.

Someone leaving? Use Remove beside their name. An invite you sent by mistake can be withdrawn with Cancel invite.