Give your accountant or manager report access
Share your numbers, not your password. A report viewer sees the outlets you choose and can change nothing.
Who it is for
- Accountants
- Business partners
- Area managers and supervisors
How to give access
- 1Open TeamIn your dashboard, open Organization, then Team.
- 2Add the personEnter their name and email, and tick the outlets they may see.
- 3They get an emailThe link works for 14 days.
- 4They set upThey choose their own password and confirm their email with a code.
What they can see
- Sales, orders, average bill and tax of the outlets you chose
- Read only
What they cannot do
- Change anything
- See billing, invoices or plans
- Open an outlet
- See outlets you did not choose
You stay in control
- Change the outlets they can see at any time
- Email them a password reset link if they are locked out
- Remove them. Their access stops at once.
If they already have a RestroPod account
They sign in with it and the reports are added to their account. Their own outlet and password stay as they are.
Safe by design
- No password is ever shown or sent to anyone.
- When you send an invitation again, the new link replaces the old one.
- Reports carry totals only. No customer names or phone numbers.
Questions
Can my accountant see my reports without my password?
Yes. Add them under Organization, then Team. They get their own sign-in and see only the outlets you choose.
Can a report viewer change anything?
No. A report viewer can only read the reports. They cannot change settings, see billing or open an outlet.
Can I limit the outlets a person sees?
Yes. You tick the outlets when you add them, and you can change the ticks at any time.
How do I remove someone’s access?
Open Organization, then Team, and press Remove. Their access stops at once.
What if they forget their password?
They can use Forgot password on the sign-in page, or you can email them a reset link from the Team tab.