Invite your team

Staff and roles live in People and Access (/admin/users — the page is titled User Management, "Manage team members and their access"). Invite people by email, pick a role, and they sign in through your winery's staff app after accepting at /accept-invite.

Who can use it

User administration is Manager/Admin work: users.invite, users.update_role, users.deactivate, users.reactivate, and users.set_pin are all held by Manager and Admin. Every role holds users.read, so staff can look up colleagues.

Invite someone

1. On /admin/users, click Invite User.
2. In Invite New User, enter the Email Address and pick a Role (the "What can each role do?" link opens the role guide).
3. Send Invite. The person gets a 7-day invite link and appears under Invite History.

People and Access — invite staff by email and assign a role.

Invite History tracks each invite as Pending, Sent, Accepted, Expired, Revoked, or Delivery Failed, with Resend ("A fresh 7-day invite link has been sent.") and revoke actions. Existing members are listed under Team Members, where you can change a role (Change Role → New Role → Update Role), Reset device PIN, or deactivate/reactivate — both of which require a Reason.

The roles

Avero ships nine role templates. The Role Guide (/admin/users/role-guide — Role Capability Guide, "Compare what each role can do before assigning it to a team member.") shows the full capability grid; this is the short version:

Role	Tagline (from the guide)	In practice
Admin	"Full access"	Everything, including settings, users, billing, reports, audit, and integrations.
Manager	"Operations lead"	Staff, floor, POS, products, wine club, events, company settings, and the operational reports. No audit log, KPI catalog, or data export.
Concierge	"Guest & reservations specialist"	Reservations, walk-ins, POS, guests, cash drawer; read-only on company settings. No user admin.
Wayfinder	"Floor coordinator"	Queue, seating, guest intake, POS checks, payment links.
Host	"Front-of-house greeter"	Reservations, seat assignment, walk-in queue, guest intake. No full POS.
Ambassador	"Full-service floor staff"	Reservations, queue, seating, POS checks, and wine-club enrollment — the whole floor without admin surfaces.
Server	"Table service"	Opens and runs checks, views the floor and queue. No seat assignment.
Wine Associate	"Wine sales specialist"	POS sales and wine-club enrollment. No floor management or queue.
Viewer	"Read-only observer"	Views the floor, reservations, and products; can create a reservation and search guests.

The Role Capability Guide — compare roles before assigning them.

Least privilege

Give each person the narrowest role that covers their job — a Concierge can run the reservations desk and register without being able to touch company settings, and a Server can run checks without reseating the floor.

Device PINs

Staff who work on paired companion devices (Stripe terminals, tablets) sign in there with a 4–6 digit PIN:

• Self-service — each person sets their own under /settings/profile → Security → Device Sign-In PIN (Set PIN).
• Manager override — Reset device PIN on their row in /admin/users (needs users.set_pin). The dialog is explicit: "Normally staff set their own PIN under Settings → Profile; this is a manager override. Setting a new PIN replaces any existing one." PINs are "stored hashed and never shown again."

Your own profile & PIN

/settings/profile (My Profile — "Update your personal information and preferences.") is self-service for every role: Profile Photo, Personal Information (name, phone, About Me, Wine Certifications — email can't be changed here), and the Security card with Change Password, SMS Password Reset, and Device Sign-In PIN.

Switching location — and winery

Two different switchers live in the app header:

• Location — in the avatar menu, a location submenu appears when your company has more than one location. Picking one re-scopes every location-aware surface (floor, POS, daily sheet, operations) for your session, without touching your saved default location.
• Winery — staff who belong to more than one company get a Switch Winery menu in the header; switching reloads into that winery's context. Invited with an email that already has an Avero identity? The invite links to your existing account, and both wineries appear here.

Reference

Control	Where	What it does
Invite User	/admin/users header	Sends a 7-day email invite with a role.
Resend	Invite History row	Issues a fresh invite link.
Change Role	Team Members row	Reassigns the member's role.
Reset device PIN	Team Members row	Manager override for a forgotten companion-device PIN.
Deactivate / Reactivate	Team Members row	Suspends or restores access, with a required reason.
Role Guide	/admin/users header	Opens the side-by-side role capability grid.
Set PIN	/settings/profile → Security	Sets your own companion-device sign-in PIN.

Troubleshooting

• An invite shows "Delivery Failed" — the email bounced; check the address and Resend.
• An invite shows "Expired" — links last 7 days; Resend issues a new one.
• "Current password is incorrect" when changing a password — retype the old password; use SMS Password Reset if it's lost (a phone number must be on file).
• "PIN must be 4–6 digits" — digits only, four to six of them.
• A team member can't see a page you can — compare roles in the Role Guide; most admin surfaces need Manager or Admin.

Related

• Onboarding — the Team step that seeds your first invites during Go-Live Setup.
• Settings — the hub that People and Access hangs off.
• Daily operations — what Managers see that floor roles don't.