Roles & access

A cashier doesn't need Reporting, and a new hire shouldn't be making stacks on day one. Everything about who sees what lives in one place: Settings → Roles & access.

The three roles, side by side

The chart has a column for each role, with how many people have it: Owner, Admins and Users. Each row is a menu item (under Menu items) or a Settings section (under Settings), so you can compare what each role can use at a glance.

• Owner: the person who holds the account. Everything, plus plan and billing, what Admins can use, and handing the company to someone else.
• Admin: runs the company's setup, every stack, people and settings, except plan and billing. The Owner can keep Admins out of some things.
• User: does the work, in the stacks they're given and the menu items you choose.

See Company roles for the full comparison.

Menu items users see

In the Users column, choose for each item in the left menu:

• All users: everyone in the company (the default).
• Only users I choose: tick the people who should have it, in the list that opens under the row.
• Hidden: only Admins.

Each change saves right away and says Saved. beside the item.

You can choose for Queues, Projects, Assets, Surveys, Reporting, Company Hub, Announcements, Training, Wall display, People, Locations and Refer a friend, plus Inventory and Retail when your company has them, and Appointments when a stack takes appointments. Home, My Tickets, Stacks, Settings and help are always there.

Hiding an item does more than tidy the menu: its pages stay closed too, even from a link someone saved, so a hidden menu never surprises anyone. Two exceptions keep work moving: people you add to one project or asset type directly can still open it (see Who can use Projects and Assets), and anyone assigned a training can still take it and see their certificate. Team today has its own setting in Settings → Company.

The menu beside the chart shows what a user sees as you change things. Pick a name under Preview as to see one person's menu, or An admin to see an Admin's. In your own menu, a small crossed-out eye marks items some users can't see.

What Admins can use

The Admins column lists each menu item, then each Settings section (Company, Locations, Members, Tags, Email templates, API & webhooks (with Intranet widget), Imports and Connected apps). The account owner unticks Can use on any of them, so a store manager can be an Admin for people and stacks without touching the API or company settings. An Admin who's limited doesn't see those items, their pages tell them to ask the owner, and TicketStacker refuses the changes themselves too (making API tokens, importing, editing company details), not just the screens. Other Admins see the chart but only the owner changes it. The Owner column is always ✓ Always. Plan and billing and What Admins can use always stay with the owner.

Who can make stacks

Under Who can make stacks, pick Admins only (the default), Admins and users I choose, or All users. It covers every way to make a stack: from a template or from scratch, importing a spreadsheet, cloning, and making projects, asset types and surveys. Whoever makes a stack becomes its Owner, so they can set it up and share it. Queues stay with Admins.

Welcome card

New teammates see a welcome card on Home the first time they sign in, above their stacks and first steps. Write your own Heading and Message, like "Welcome to Healthy Pet!" and a few words about how your team works, then click Save welcome card. Use our wording goes back to ours. See You joined a team for what the rest of the card shows.