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Team

Owners can invite teammates and manage access from Settings.

Roles​

RoleCan use
StaffCustomers, bookings, nurture and inbox
OwnerEverything staff can, plus settings, team, billing, texting, knowledge base edits and the audit log

Invite a teammate​

  1. In the Invite teammate card, enter their email.
  2. Choose a role.
  3. Click Send invite.

Someone new gets an email to set a password. Someone who already uses Recurr for another business is added right away.

Team size​

PlanTeam members
Starter1
GrowthUp to 5
ProUnlimited

The count includes the owner. When your team is full, remove someone or upgrade.

Reset a password​

Recurr has no "forgot password" link. If a teammate gets locked out, an owner sets a new password for them from the Team card and clicks Update password. It must be at least 10 characters.

A teammate who belongs to more than one business shares one password across them. An owner of just one of those businesses can't reset it.

Remove a teammate​

Click Remove next to their name. To give them access again, invite them again.