Team members & invitations

Your restaurant runs on more than one person, and Eighty-Six lets you bring your staff into the CRM so they can help take bookings, update the floor map, edit the menu, and more. This page covers everything about the people on your team: seeing who is in, adding someone new, handling invitations that are still pending, and looking after a member’s account when they change roles or get locked out.

Before you begin

The team member list lives under Team in the left sidebar. It is available on plans that include team management. Viewing your team needs permission to view team members; adding, editing, or removing people needs the matching team permissions (in particular, permission to invite members). As the restaurant owner you have every permission by default — an employee sees each ability only once you grant it to them.

How team members work

Everyone you add belongs to your organization and is given a role — a preset bundle of permissions that decides what they can do. You pick one whole role per person rather than ticking individual permissions.

• The owner is the top account for the restaurant and always keeps every permission.
• Everyone else gets a role you choose, such as a manager or an employee, and you can change it at any time.

Each person also has a status:

• active — they have joined and can sign in.
• pending — an email invitation is out but not yet accepted.
• suspended — their access has been paused.

See who is on your team

Open Team from the sidebar. Depending on your plan you land either straight on the Team Members list, or on the shift schedule with a Manage team button that takes you to the same list.

The page shows a Team Members heading with a running count, and then one card per person. Each card carries the member’s name and email, their status badge, and their role. Your own card is marked (You).

The Team Members list. Each person is a card with their status, role, and a menu of actions.

Add a member

1. Open Team and click Add Member in the top right. This opens the Add Team Member form.
2. Fill in First Name, Last Name, and Email Address.
3. Choose a Role from the dropdown. Each option shows a short note about the access it grants. The owner role is reserved and never appears here.
4. Decide how the person gets their login (see the two options below).
5. Click Add Member.

Adding a member: name, email, a role, and how they receive their login.

Two ways to give someone access

The Invite by email checkbox at the bottom of the form decides how the new person signs in for the first time. It is unticked by default.

Temporary password

Leave Invite by email unticked. When you click Add Member, the account is created straight away and a temporary password is generated and shown to you once, in a confirmation window. Use Copy Credentials to copy the email and password together, then share them securely with the person. They should change the password after their first sign-in.

This is the quickest way to get someone started — good for staff you are setting up in person.

Caution

The temporary password is shown only once and is never displayed again. If you close the window before saving it, use Reset password on the member’s card to generate a new one.

Email invitation

Tick Invite by email (user will receive an invitation link). Instead of a temporary password, an invitation link is emailed to the address you entered. The person clicks it, joins your organization, and sets their own password. Until they accept, they appear as a pending invitation (see below).

Choose this when the person will manage their own login — for example, a manager who works across more than one restaurant.

Pending invitations

When you invite someone by email, their invitation sits in a Pending Invitations section at the top of the team list until they accept. Each entry shows the email address, the date it was sent, the role, and a Pending badge.

Two actions sit on every pending invitation:

• Resend invitation (the circular-arrows icon) — sends the invitation email again, handy if it was missed or expired.
• Cancel invitation (the X icon) — withdraws the invitation. You are asked to confirm first.

Pending email invitations wait here. Resend the link or cancel it entirely.

Manage an existing member

Everything you do to a person already on the team happens from their card.

Change their role. Pick a different option from the Role dropdown on the card. The change takes effect straight away.

Open the actions menu. Click the … menu on the card for the rest of the actions.

The actions menu on a member's card: reset their password, reset two-factor, or remove them.

Note

You cannot change your own role from the list, and no one can change the owner’s role. The owner’s card and your own card do not show the role dropdown or the actions menu — this keeps a restaurant from accidentally locking itself out.

Reset a member’s password

If a member forgets their password or you need to hand them a fresh one:

1. On the member’s card, open the … menu and choose Reset password.
2. Confirm when asked. Resetting also signs the member out of every active session.
3. A new temporary password appears. Copy it and share it securely — it is shown only once.

The member should set a new password of their own the next time they sign in.

Reset a member’s two-factor sign-in

If a member has turned on two-factor authentication and lost access to their authenticator app, you can clear it for them:

1. On the member’s card, open the … menu and choose Reset 2FA.
2. Confirm when asked.

This turns off two-factor for that person so they can sign in with just their password, and they can set two-factor up again afterwards.

Remove a member

To take someone off the team, open the … menu on their card and choose Remove from team, then confirm. They immediately lose access to the organization. You cannot remove the owner or yourself.

Set a member’s default position

On plans that include staff scheduling, and when you have a restaurant selected, each member’s card also shows a Default position dropdown. Pick a position here — or leave it on No default — to say which position that person usually works. It is only a convenience: it pre-fills the position when you add a shift for them on the schedule, and never stops you from assigning them elsewhere.

Tip

Set default positions once your staff are added and your scheduling positions exist. It makes building the weekly rota faster because each shift starts on the right position.

Invitations sent to you

The invitations described above are the ones you send. If someone else invites you to join their organization by email, a Pending Invitations card appears at the top of your own Team page. Use Accept to join their organization or Decline to turn it down.

Related

• Roles, permissions & plans
• Team & scheduling overview
• Core concepts & glossary
• Switching restaurants