Your team

If other guides take anglers out for you, or someone helps with the money side, add them to your business. Each person signs in with their own email and sees only what their role allows. Anglers don’t see any of this: they book with your business as before.

Add someone

Only the owner or an admin can do this, and teams come with Pro. On Free, Team shows See Pro in place of Add someone.

1. Go to Settings, then Team. On a phone, Settings is under More.
2. Tap Add someone.
3. Type their Name and Email.
4. Under What they do, pick Guide, Runs the business or Billing.
5. Tap Send invite.

We email them a link to sign in. It works once, for a few days. After that, they sign in with their email like you do, so an invite that’s run out isn’t a problem.

They show as Invited until they first sign in. You can give them dates straight away.

What can each person do?

• Owner: the person who signed the business up. They can do everything, and their role can’t be changed.
• Runs the business: an admin. They can do everything the owner can, from trips and settings to the plan. Wherever these docs say “the owner or an admin”, this is who they mean.
• Guide: their own dates and anglers. They see who’s booked on the dates they guide, book anglers in, change or cancel those bookings, take payment and call off their dates. They can keep notes on their anglers and add their own time off. They can’t change trips or settings.
• Billing: the plan, invoices and payouts only. They can move the business to Pro, change the card and see what Stripe pays out, but they don’t see dates or anglers.

Guides can see who’s in the business, but only their own email.

Change what someone does

1. In Team, tap the person.
2. Pick what they do now, and tap Save.

Nobody can change their own role, so a business always has someone running it. If you change someone to Billing, their dates still to come go to the owner, bookings and all.

Take someone off your team

1. In Team, tap the person.
2. Tap Remove, then Remove again to confirm.

They’re signed out everywhere and can’t sign in again. Their dates still to come go to the owner, bookings and all. Past bookings keep their name.

What happens if you leave Pro?

Your team keeps their places, but guides and admins can’t sign in until you’re back on Pro. Someone who looks after Billing can still sign in, so they can move the business back. See Gillie Pro.

If an email can’t be added

For now, each email belongs to one business. If the person already has their own business on Gillie, or is in another one, use a different email for them.

Someone you’ve added can turn it down when they first sign in and start a business of their own. See signing in.