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Staff & store managers

How do I give a manager access?

Practical steps to help you get this right in Orbit.

The essentials

Overview

Open the person’s profile in Team and review their role and store access. An authorised owner or administrator can update their permissions. Give each person access to the stores and tasks they need.

Before you start

An authorised owner or administrator should make role changes. Know which stores the manager is responsible for.

Step by step

  1. Open Team and select the existing person’s profile.

  2. Review their current role and store assignments.

  3. Assign the appropriate role and stores, then review any separate permission settings required for their responsibilities.

  4. Save the change and ask the manager to check the tools they need in the correct store.

What to check

If you need more help

If the manager still cannot complete a task, identify the exact screen and action that is missing. Review that permission instead of granting broad access without checking it.

Contact the Orbit team