Step 3: Team Setup
Invite your team members so they can start using DubLedger.
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Inviting Team Members
For each team member:
1. Enter their first and last name.
2. Enter their work email address (invitation sent here).
3. Enter their mobile number (for SMS alerts and 2FA).
4. Select a role:
- Budtender: Processes sales, scans IDs, applies discounts (up to limit).
- Manager: Full operational access including inventory, reports, and settings.
- Owner: Complete access to everything including billing and integrations.
5. Assign location access (for multi-location operators).
6. Click Send Invitation.
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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 and optionally enable 2FA.
- The invitation expires after 7 days.
- You can resend invitations from Settings → Employees.
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Skipping This Step
You can skip team setup during onboarding and invite team members later via Settings → Employees. However, at least one budtender account is needed before you can process your first sale.
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Roles Summary
| Role | What They Can Do |
|------|------------------|
| Budtender | Process sales, scan IDs, 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 |
For detailed role and permission information, see the Employee Management guide.