Building your team

Where: Team in the left menu · Who: Merchant, Manager, Staff Where you add the people who sell for you, give them roles, and set what each person earns. The three step add wizard is the single most important flow in the product for a new merchant.

The team list

Feature	What you can do	Status
The team list	Everyone in the workspace with their name, email, roles and status	✅
Search and filter	Search by name, filter by role, filter by status (all, active, pending, removed)	✅
Sort	By date added, role, first name, last name, email or active state, ascending or descending	✅
Open a member’s detail page	Click any row to see and change everything about that one person	✅
Remove a team member	Take someone off the team, with a confirmation step	✅

Adding someone

Name and email

Full name and email address.

Pick their roles

One person can hold more than one role, for example closer and setter.

Set the commission

A rate for every role and every combination of roles they hold.

Step 3 generates a commission row for every combination of roles. Someone who is both a closer and a setter gets three rows: closer, setter, and closer plus setter. This surprises almost everyone the first time.

Commission types

Type	How it pays
Rev Share	A percentage of every deal, with no cap
Flat %	A fixed rate up to a cap

Rev Share is exclusive. It cannot be combined with any other role, and the form blocks it with an error rather than explaining why.

Managers

Feature	What you can do	Status
Manager scope	Choose whether they cover all setters, all closers, all staff, or a hand picked list	✅
Manager commission cap	Put a ceiling on what a manager can earn from their team	✅

Invites

Feature	What you can do	Status
The invite	The new member gets an email invite. Until they accept, they sit as Pending in the list	✅
Pending invites banner	A reminder on Team and Dashboard when people you invited have not joined yet	✅
Invites list	A separate page listing every invite you have sent	🔍

The invites list is not in the left menu. Press Cmd K (Ctrl K on Windows) and search for “Invites”.

Walkthrough