The four roles
- Owner — everything, including billing, the Stripe payout account, closing the business and transferring ownership.
- Co-manager — for a spouse or business partner. Everything the owner can do except billing, the payout account, closing the business and ownership. Can invite and manage managers and staff.
- Manager — runs the day: services, hours, the team's schedules, templates, calendar sync, the inbox, the calendar.
- Staff — their own calendar and the shared inbox.
Invite someone
- Settings → Team & hours → Dashboard logins. Enter their email, pick a role, and optionally link them to a team member so they see their own calendar.
- If they already have a Nook login they're added instantly; otherwise they get an email with a join link (valid 7 days).
Change a role or remove someone
Same page. Owners can change anyone's role; co-managers can change managers and staff. Removing a login doesn't delete the person from your calendar — their team-member record stays so history is intact.
Handing over the business
Owners can tap Make owner next to another member. They become the owner and you become a co-manager. There's always exactly one owner, and the last owner can't be removed or demoted.
Lost access?
"Forgot password" on the sign-in page emails a reset link. If the owner has left and nobody can get in, email hello@trynook.ai from the business's email address and we'll verify and help.