Team members and permissions

CaterCloud supports multiple team members with role-based access control. Each role controls what a user can see and do.

Inviting a team member

1. Go to Settings → Team → Invite
2. Enter their email address
3. Select their role
4. Click Send Invitation — they receive an email with a sign-in link

Roles

• Owner — full access, including billing and destructive actions. One owner per account.
• Admin — full access except billing and ownership transfer
• Manager — can create/edit events, quotes, invoices, and staff. Cannot access Settings.
• Staff — read-only access to the main app. Usually not assigned; use the Staff Portal instead.
• Viewer — read-only access to everything

Changing a team member's role

Go to Settings → Team, find the user, and click Change Role.

Removing a team member

Go to Settings → Team, find the user, and click Remove. This revokes access immediately. Their historical data (events created, etc.) is retained.

Staff Portal vs main app

Regular staff (wait staff, chefs, drivers) should use the Staff Portal, not the main CaterCloud app. The Staff Portal is a separate, simpler view designed for shift workers. They receive a link to the portal — they don't need a seat in the main app.

Two-factor authentication (2FA)

Enable 2FA for your account at Settings → Security → Two-Factor Authentication. Admins can require 2FA for all team members in Settings → Team → Security Policy.