Overview
Your counter staff, warehouse hand, delivery rider, and accountant each need Neev — but each one should see only their part of the business. The Team page lets you add people by phone or email, hand each one a role, and pull access the moment someone leaves. No shared login, no passing the owner's phone around.
Where to find it
Web only, at Settings → Team (/settings/team). Settings sits in the sidebar for the Owner alone, so only you reach this page. Staff in other roles never see it.
Key concepts
- Role — the access level you give a teammate. Six are assignable: Manager, Operator, Accountant, Warehouse, Delivery, and Sales. Owner is not in that list — you can't hand the Owner role out from the invite or role-change controls.
- Invite link — when you invite someone, Neev mints a one-time link (
/invite/<token>) valid for 7 days. You share it over WhatsApp or email; they open it and finish their own sign-up. - Pending invitation — an invite link that's been created but not yet accepted. These show in a separate list until the person joins, and you can revoke any of them.
Common workflows
Hit Invite member. Enter a +91 phone number, an email, or both, pick a role from the dropdown, and send. Neev builds the invite link.
Copy the generated link and paste it into WhatsApp or email. The teammate opens it and completes their own sign-up — it carries the role you chose.
In the member list, use the role dropdown next to a person and pick the new role. The change applies straight away.
In Pending invitations, hit Revoke. The link stops working immediately.
Hit Remove next to the person and confirm. They lose access to your business at once.
The six roles, and what they're for:
| Role | What they handle | |---|---| | Manager | Orders, inventory, approvals, and operational reports | | Operator | Looking up stock and price, and keying in order drafts | | Accountant | Recording payments, payment links, and financial / Tally reports | | Warehouse | Inventory, packing, stock movement, and receiving returned goods | | Delivery | Viewing assigned orders and their invoices | | Sales | Sales orders, customers, quotations, and WhatsApp |
Role notes
This page is owner-controlled. Only the Owner can open Settings, invite members, change roles, revoke invites, or remove people. The other six roles are what you assign here — they don't manage the team themselves.
A few rules the page enforces for the Owner:
- You can't change or remove your own role or account from this page.
- You can't demote the last Owner — Neev blocks it so a business is never left without an owner.
- The Owner role itself can't be handed out through invite or the role dropdown; the six operational roles are the only assignable choices.
Tips & time-savers
You can invite someone before they've ever heard of Neev — the link itself shows them your business name and the role waiting for them when they open it.
Gotchas
Invite links expire after 7 days. If a teammate sits on it too long, the link goes dead and you'll need to send a new invite. A link that's already been used can't be reused either.