Who can do this: the Owner and Manager. Everyone uses their own account, so you know who answered a customer.
Open the Staff screen
- On a computer: press Staff in the left sidebar.
- On a phone: press Account, then Open the staff list.
The screen has two parts: Working here (3) (people already in the business; the number is how many) and Open invitations (1) (people who have not accepted yet).
Roles
| Role | What they can do | Two-step verification |
|---|---|---|
| Staff | Answer customers in Chats and handle Requests. | Recommended |
| Assistant editor | Like Staff, plus: teach the AI assistant, add documents for it and turn on a new version once it passes the check. | Required |
| Manager | Manage channels, the AI assistant, documents, customer data and staff. Cannot buy plans or change the owner's security rule. | Required |
| Owner | Everything, plus: pay for the plan, invite and change managers, require two-step verification for all staff. | Required |
"Recommended" means not required, unless the owner turned on the rule for all staff under Account security.
Someone whose role is too low who opens a screen outside it sees "page not found". Change their role if needed.
Who can give which role
- The Owner invites and changes: Manager, Assistant editor, Staff.
- A Manager invites and changes: Assistant editor, Staff. A manager cannot act on other managers or the owner.
- Nobody gives, changes or removes the Owner role on screen. This follows the contract: contact COREBIZS. COREBIZS also has no way yet to change the owner; contact them to arrange it.
Invite staff
- Press Invite staff.
- Enter Their email: the email they use every day, one per person.
- Choose a Role. Each role has a short explanation under it.
- Press Send invitation.
They get the email Invitation to work at An Bakery on COREBIZS (with your business's name instead of "An Bakery"). The link in it works for 7 days and only once.
The invitation appears under open invitations, with who invited them and the expiry date.
What the invited person does
- Opens the email and presses Accept the invitation.
- The invitation page shows the business name, the role and the invited email.
- No account yet: they enter their name, choose a password, tick agreement to the Terms of service and Privacy policy, and press Create account and accept.
- Already have a COREBIZS account (for example at another business): they press Sign in to accept, then the join button.
- If the role needs two-step verification, the app walks them through it right away.
Before joining they are told that the owner and managers will see their name, email and whether they use two-step verification. They can also press Decline; the invitation disappears from your list.
Step-by-step for the invited person: Accept an invitation to a business.
Send again or cancel an invitation
- Send again: sends a new email with a new 7-day expiry; the old link stops working. At least 1 minute apart, at most 5 times per invitation.
- Cancel invitation: the link in the email stops working. To invite them later, send a new invitation.
Invitation expired: cancel it and invite again.
Invitation limits
- Each email can have only one open invitation. To invite the same person again, use Send again.
- Each business has at most 30 open invitations and sends at most 20 new invitations in 24 hours.
- One email address receives at most 5 invitation emails a day, across all businesses.
Above a limit, the screen says why and what to do (cancel some old invitations, or try again tomorrow).
Change role
- On the person's line, press Change role.
- Choose the new role.
- Press Save role.
The new role applies from their next tap. If the new role needs two-step verification and they do not use it yet, the screen tells you first; next time they must turn it on before they can continue.
Lowering someone's role also cancels the invitations they sent for roles the new role cannot give.
You cannot change your own role, the owner's, or (as a manager) another manager's: those lines have no button.
Remove access
Use this when someone leaves or no longer needs the business.
- On the person's line, press Remove access.
- Read the message, then confirm.
What happens immediately:
- They can no longer open the business.
- Chats assigned to them go back to the shared inbox.
- Invitations they sent are cancelled.
- If they work at no other business on COREBIZS, their account's details (name, email) are erased and they can no longer sign in. To have them back, send a new invitation; they will create a new account.
Messages they sent to customers stay in the chat history.