In Leaxio each person on your team signs in with their own user and sees only what their role allows. This guide explains how to invite someone and how roles work.
Invite a member
- Go to Settings → Team.
- Click Invite.
- Enter their email address.
- Choose their role and the branches they will have access to.
- Click Send Invite.
The person receives an email with the link to join. If the email does not arrive, Leaxio lets you copy the invitation link to share it another way.
Pending invitations
On the same screen you see the pending invitations. You can copy their link or revoke them if they no longer apply.
Roles
There are three system roles:
| Role | Who it is for |
|---|---|
| Owner | Owner of the organization. Has full access. |
| Admin | Manages the operation and the team according to the role's permissions. |
| Employee | Works day to day with the permissions they are given. |
When inviting, you can choose a standard Admin or Employee role, or one of the custom roles you have created.
Custom roles
If none of the standard roles fits your operation, create your own role: for example, someone who only handles payments but does not see reports, or someone who prepares equipment but does not create products. Each role defines a set of permissions and, once assigned, the person will see and be able to do only that.
What each person sees
Leaxio decides what to show based on the role's permissions, not on its name. That is why two people with the same title can see different things if their roles differ. If someone cannot find a menu section, it most likely means their role does not include that permission: an administrator can adjust it in Settings → Team.
Branches
In addition to the role, each member has a scope by branch. A person can work in a single branch or in several. Branches are managed in Settings → Branches.