Staff and roles

Overview

The Staff page lets a business owner or manager invite teammates, assign a role, and fine-tune permissions module by module. Everyone signs in at the normal login with their own email and password — there is no separate staff portal. Seats are limited by your plan.

Step-by-step guide

1. Open Dashboard → Staff. The badge at the top shows how many seats you have used out of your plan limit.
2. Click Add staff and enter the person's email. If they already have a Goji account it is linked; if not, a member account is created and a one-time temporary password is shown — copy it and share it with them securely.
3. Pick a role: Owner, Manager, Support, Marketing, Editor, Viewer or Custom. The role sets sensible default permissions.
4. For finer control, open Permissions on a staff row and toggle each module (Orders, Inventory, Customers, Reports, etc.) across View / Create / Edit / Delete / Export.
5. Use Disable to suspend access without deleting, or Delete to remove the seat. The owner and your own row cannot be disabled.
6. New staff sign in at /auth/login with their email + the temporary password, then change it under Security.

Common mistakes

• Sharing one login between people — give everyone their own seat so the activity log and permissions stay accurate.
• Forgetting that the temporary password is shown only once. If it is lost, the staff member can use “Forgot password”.
• Granting Delete/Export to roles that only need View — start least-privilege and add abilities when needed.
• Hitting the seat limit: the Add form is replaced by an Upgrade panel when you are full — upgrade the plan to add more seats.

Best practices

• Map real job functions to roles; reserve Manager for people who truly manage others.
• Review the permission matrix when someone changes responsibilities.
• Disable rather than delete when a person is temporarily away, so their history is preserved.