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Team Management and Roles

Invite team members and assign roles — owner, manager, or staff — with different access levels.

Team Management and Roles

  • Invite team members to your bakery and assign them specific roles
  • Understand what each role can access and do in BakeOnyx
  • Change roles or remove team members as your bakery needs evolve

Understanding BakeOnyx Roles

BakeOnyx has three role types, each with different access levels. Choosing the right role for each team member helps keep your bakery organized and secure.

  • Owner: Full access to everything — orders, recipes, inventory, customers, reports, team management, bakery settings, and billing. Your bakery has one owner.
  • Manager: Operational access to run day-to-day business — orders, recipes, inventory, customers, and reports. Managers cannot access team settings or billing.
  • Staff: Limited access — can view and edit their assigned orders and view recipes. Staff members see only what's relevant to their daily tasks.
Note: Each bakery can have one owner and multiple managers or staff members. If you need to change ownership, contact BakeOnyx support.

Access Your Team Management Page

  1. Log in to your BakeOnyx dashboard.
  2. Click Settings in the left sidebar.
  3. Select Team from the settings menu.

You'll see your current team members and a list of their assigned roles.

Team management page showing current team members and their roles

Invite a New Team Member

  1. On the Team page, click the Invite Team Member button.
  2. Enter the team member's email address in the field provided.
  3. Select their role from the dropdown menu: Manager or Staff.
  4. Click Send Invite.

An invitation email will be sent to that address. The person can click the link in the email to create their BakeOnyx account and join your bakery. Until they accept, they'll appear as "Pending" on your team list.

Tip: Invite managers if you have shift leaders or assistants who need to oversee orders and inventory. Invite staff members for bakers, decorators, or packaging team members who only need to see their assigned orders.

Change a Team Member's Role

  1. On the Team page, find the team member whose role you want to change.
  2. Click the role dropdown next to their name.
  3. Select the new role: Manager or Staff.
  4. Click Confirm to save the change.

The change takes effect immediately. The team member will have access to their new role's features the next time they log in.

Remove a Team Member

  1. On the Team page, find the team member you want to remove.
  2. Click the three-dot menu icon next to their name.
  3. Select Remove Member.
  4. Confirm your choice when prompted.

The team member will no longer have access to your bakery's BakeOnyx account. They can still log in to BakeOnyx with their email, but they won't see your bakery or any of its data.

Warning: Removing a team member is permanent. If you accidentally remove someone, you'll need to send them a new invite to restore their access.

Best Practices for Team Management

  • Assign roles based on job responsibilities. Shift leads and supervisors work well as Managers; bakers and decorators as Staff.
  • Review your team list regularly, especially after staff changes, to keep access current.
  • Use staff roles for seasonal or temporary workers to limit their access to what they need.
  • If a manager leaves, change their role to Staff or remove them entirely to protect sensitive information.

Next Steps

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