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Open Team Access. A business owner or a teammate with access-management permissions can invite people and manage access within their allowed limits.

Invite a teammate

  1. Start a team invitation and enter the person’s name and email.
  2. Choose the roles that match their work.
  3. Assign the locations they need.
  4. Review the access and send the invitation.
Pending invitations appear separately from teammates who have accepted. If an invitation needs to be sent again, use the resend action when it becomes available and confirm the email address first.

Roles and locations work together

Roles describe what someone can do. Location access determines where they can do it. Available roles include responsibilities such as customer operations, camera setup, recording management, incident management, billing, and viewing. Review the permissions shown in your workspace rather than assuming that a job title grants access. Someone who can view recordings may not be able to change recording policy or manage team members.

Missing pages or actions

When a teammate cannot find a page, check both their role assignments and location access. Peeksee hides or disables actions they are not allowed to use. Access managers may have limits set by an owner. They cannot use delegated access management to increase their own authority or change protected owner access.

When someone leaves

Use the available account-status or membership action to remove their business access. Review the confirmation and resulting status. Keep personal sign-in accounts separate from shared front-desk credentials so access can be managed for each teammate. Customer invitations are managed in the customer section, separately from staff invitations.