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Team & Permissions

Add team members and control what they can access in Terrace.

Team Overview

The Team section shows all users with access to your Terrace account. Each team member has a role that determines their permissions.

Access: Go to Settings → Team to view and manage team members.

User Roles

Terrace has four built-in roles with different permission levels:

Owner

Full Access

Complete control over the account, including billing and team management.

Can: Everything — orders, customers, products, settings, billing, team

Admin

Most Access

Manage most areas except account ownership and billing.

Can: Manage orders, customers, products, invoices, team members
Cannot: Change subscription, delete account, transfer ownership

Staff

Limited Access

Day-to-day operations like orders and inventory.

Can: Create/edit orders, manage inventory, view customers
Cannot: Delete customers, change settings, manage team, view financials

Driver

Read-Only

View delivery schedules and update order fulfillment status.

Can: View assigned deliveries, mark orders as delivered
Cannot: Edit orders, view pricing, access settings

Adding Team Members

1

Go to Settings → Team

2

Click Invite Team Member

3

Enter their information:

  • - Email address
  • - Name
  • - Role (Owner, Admin, Staff, or Driver)
4

Click Send Invitation

5

They'll receive an email to set up their account

Pending invitations: You'll see invited users with a "Pending" status until they accept the invitation.

Managing Team Members

Changing Roles

You can change a team member's role at any time:

  • - Click on the team member
  • - Select a new role from the dropdown
  • - Changes take effect immediately

Deactivating Users

Remove access without deleting the user:

  • - Click on the team member
  • - Select "Deactivate"
  • - They can no longer log in
  • - Reactivate them anytime

Removing Users

Permanently remove a team member:

  • - Click on the team member
  • - Select "Remove from Team"
  • - Confirm the removal

Note: The user's activity history is preserved but they lose all access.

Permission Details

Here's what each role can do in different areas:

FeatureOwnerAdminStaffDriver
Create/edit orders✓✓✓—
Delete orders✓✓——
Manage customers✓✓View only—
Manage products✓✓✓—
View/send invoices✓✓——
Record payments✓✓——
Manage team✓✓——
Change settings✓Limited——
Mark deliveries complete✓✓✓✓

Activity Tracking

Terrace tracks which team member performs key actions:

  • •Who created or modified an order
  • •Who recorded a payment
  • •Who updated inventory
  • •Who marked a delivery as complete

View history: Look for the "Activity" or "History" tab on orders, customers, and other records.

Connect payment processors

Set up Square, Clover, or QuickBooks to streamline payments and accounting.

Payment Integrations