Managing business members

Sliptree lets several team members access the same business. Each member has a role that determines what they can see and do — see Member roles and permissions for the full role reference.

Adding new members

1. Open Business settings → Members.
2. Click Add a member, enter their email address and pick a role.
3. They'll receive an invitation email. If they don't yet have a Sliptree account, they'll be asked to create one as part of accepting the invitation.

Only an Owner or an Admin can invite, remove, or change the role of other members.

Cancelling an invitation

Before an invitation has been accepted, an Owner or Admin can cancel it from the same Members list. After the invitation is accepted, the person becomes a regular member and can be managed like any other.

Changing a member's role

Open the menu next to the member and pick a new role. The choice covers all available roles — Admin, Member, Viewer, and Sales Representative — and lets you revoke access entirely.

A member's new role takes effect immediately the next time they reload the app.

Removing a member

From the same menu, choose Remove access. The member loses access to this business immediately, but their user account is unaffected — they can still sign in to other businesses they belong to.

If you're removing a Sales Representative, also consider reassigning their customers before or after — see Sales Representatives: scope and customer assignment for the bulk-reassign workflow.