> ## Documentation Index
> Fetch the complete documentation index at: https://docs.onlumina.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Management in Remy

> Invite teammates to Remy by text message, choose what each person can do, and limit them to the locations they work at.

Your Lumina account doesn't have to be a one-person job. With **Team** in Remy, an Admin can invite teammates by text message, give each person the access they need, and remove them when they move on.

<Note>
  Only people with the **Admin** role, or a **Custom** role that includes **Account management**, can invite, edit, or remove teammates. Everyone else sees a read-only view of their own access.
</Note>

## Roles and permissions

Every teammate has one of three roles.

| Role | What they can do | Locations |
| - | - | - |
| **Admin** | Everything, including Square integration and managing the team | All locations |
| **Regular** | Devices, kiosk profiles, menus, and location details — but not the team or Square integration | All, or only the ones you choose |
| **Custom** | Only the areas you pick | All, or only the ones you choose |

With a **Custom** role, you turn each area on or off:

| Capability | What it covers |
| - | - |
| **Kiosk controls** | Devices, kiosk profiles, Kiosk Store |
| **Menu management** | Menus, products, availability, announcements |
| **Business & locations** | Location details and hours, Brand, Mobile App |
| **Account management** | Team, Square integration, order settings |

<Tip>
  Start new teammates on **Regular**. Switch to **Custom** only when someone needs a narrower set of permissions.
</Tip>

## Invite a teammate

<Steps>
  <Step title="Open Team in Remy">
    Open the app menu in Remy and tap **Team**. You'll see your current teammates under **Members** and anyone who hasn't joined yet under **Invited**.
  </Step>

  <Step title="Tap Invite">
    Tap **Invite**. If your team is empty, tap **Invite a teammate** instead.
  </Step>

  <Step title="Enter their details">
    Enter the person's **Name** and their mobile number. Invites are sent by text message.
  </Step>

  <Step title="Choose a role">
    Pick **Admin**, **Regular**, or **Custom**. For **Custom**, tap **Edit** and switch on the capabilities they need.
  </Step>

  <Step title="Choose locations">
    Leave **All locations** selected, or tap **Change** to pick specific locations. This row doesn't appear for Admins, who always have access to every location.
  </Step>

  <Step title="Send the invite">
    Tap **Send invite**. Remy shows **Invite sent.** and the person appears under **Invited**.
  </Step>
</Steps>

<Info>
  Invites expire after 7 days. You can have one pending invite per phone number.
</Info>

### If the invite doesn't go out

Sometimes the invite is saved but the text message isn't delivered. Remy shows **Invite created — not delivered**. Tap **Try sending again**, tap **Share link** to send the link yourself, or tap **Go to team list** and resend it later.

## Manage pending invites

Tap a pending invite under **Invited** to see its role, locations, who sent it, and when it expires. From there you can:

* **Resend link** — sends the text again. This also renews an expired invite.
* **Share link** — opens your phone's share sheet so you can send the link through any app.
* **Revoke invite** — cancels the invite. The link stops working immediately, and you can send a new one later.

## Accept an invite

If you've been invited, here's what to expect.

<Steps>
  <Step title="Download Remy">
    [Download Remy](https://onelink.to/remy) on your phone if you don't have it yet.
  </Step>

  <Step title="Tap the link">
    Open the text message and tap the invite link. Remy opens and shows **You're invited to** your business, with the role, permissions, and locations you've been given.
  </Step>

  <Step title="Accept and continue">
    Tap **Accept and continue**. Remy texts a code to the number the invite was sent to.
  </Step>

  <Step title="Verify your number">
    Enter the 6-digit code and tap **Verify & join**. If it doesn't arrive, wait for the countdown and tap **Send a new code**.
  </Step>

  <Step title="Add your name">
    If your account doesn't have a name yet, enter the name your team should see and tap **Join**.
  </Step>

  <Step title="Go to your business">
    Tap **Go to** your business to start using Remy.
  </Step>
</Steps>

<Note>
  You must verify the same phone number the invite was sent to. If you'd like to join with a different number, ask your Admin to send a new invite to it.
</Note>

## Edit or remove a teammate

<Steps>
  <Step title="Open the teammate">
    In **Team**, tap the person under **Members**.
  </Step>

  <Step title="Make your changes">
    Tap **Edit** next to **Role** to change their role, or next to **Locations** to change where they can work. Custom roles also have an **Edit** row for capabilities.
  </Step>

  <Step title="Save">
    Tap **Save**. Remy shows **Changes saved**.
  </Step>
</Steps>

To remove someone, tap **Remove from team** and confirm. They lose access straight away, and you can invite them again later.

<Note>
  Every business needs at least one Admin. If you're the only one, Remy stops you from changing your own role or removing yourself until you add another Admin.
</Note>

## What teammates see

Permissions apply as soon as you save them — teammates don't need to sign out.

* **Tabs and menu items** a person doesn't have access to are hidden.
* **Screens they can't open** show **You don't have access to this**, with a prompt to ask an Admin.
* **Teammates without Account management** see **Team** as a read-only **Your access** card showing their role, what they can do, and their locations.
* **Removed teammates** see **You no longer have access** the next time Remy refreshes.

### Limit a teammate to specific locations

Location access controls which locations someone can see, and which devices and availability they can manage. Menus are shared across all locations.

## Troubleshooting invites

| What the invitee sees | What it means | What to do |
| - | - | - |
| **This invite has expired** | Invites last 7 days | Resend the invite from **Team** |
| **This invite was cancelled** | An Admin revoked it | Send a new invite |
| **This invite was sent to a different number** | The number they verified doesn't match | Invite the number they want to use |
| **This invite has already been used** | Someone already accepted it | Send a new invite if needed |
| **You're already on this team** | They're already a teammate | Nothing — they can sign in |

***

<CardGroup cols={2}>
  <Card title="Kiosk Operations" icon="tablet-screen-button" href="/kiosk-operations">
    Manage devices, profiles, the welcome screen, and locking — all controlled by the **Kiosk controls** capability.
  </Card>

  <Card title="Menu Management" icon="utensils" href="/menu-management">
    Build and organize your menu — controlled by the **Menu management** capability.
  </Card>
</CardGroup>


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