Add Members and Assign Roles on Shift4 Delivery

Description: Learn how to add a team member to one or more locations in your system and assign the appropriate permission level in Shift4 Delivery, ensuring they have the access needed to perform their role.

---

Add Members and Assign Roles

1. Navigate to your Profile.
   
2. Select Settings to manage team and location options.
   
3. Select Members.
   
   • Here you can view all existing members and their assigned permissions.

(Optional) Review or Manage Roles

1. Select Roles to view the available permission levels.
   
2. Review existing roles to understand different levels of access and permissions.
   
3. (Optional) Select Add a role to create a new role if needed.
   

Add a New Member

1. Return to Members and select Add Member.
   
2. Enter the new team member’s information.
   
3. Select the appropriate permission level (role) for the new member.
   Note: Team Members are equivalent to Employees, and Admin is equivalent to Owner.
4. Select the location(s) the team member should have access to.
   Note: Leaving locations unselected grants visibility into All Locations.
5. Select Add to save the new team member with their assigned permissions.