Step 3: Team Setup

Step 3: Team Setup

Invite your team members so they can start using DubLedger.

Inviting team members

For each team member:

1. Enter their first and last name.
2. Enter their work email address (the invitation is sent here).
3. Enter their mobile number for contact records.
4. Select a role:
   • Budtender: processes sales, enters ID numbers, applies discounts up to a limit.
   • Manager: full operational access including inventory, reports, and settings.
   • Owner: complete access to everything including billing and integrations.
   • Driver: manages assigned deliveries.
5. Assign location access for multi-location operators.
6. Click Send Invitation.

Invitation process

• The team member receives an email with a secure invitation link.
• They click the link and create their password.
• They set up their profile.
• The invitation expires after 7 days.
• You can resend invitations from Settings → Employees.

Skipping this step

You can skip team setup during onboarding and invite team members later. However, at least one user with sales permission is needed before you can process your first sale.

Roles summary

Role	What they can do
Budtender	Process sales, enter ID numbers, view products, apply limited discounts
Manager	Everything budtenders can do + manage inventory, run reports, void transactions, manage registers
Owner	Everything + manage employees, billing, integrations, and all settings
Driver	View assigned orders, update status, capture proof of delivery

For detailed role and permission information, see the Employee Management guide.