Inviting team members

Most farms and food hubs have more than one person involved in running the business — whether that's a co-owner, a farm manager, a fulfillment team, or a part-time bookkeeper. Local Line lets you invite team members to your account to make collaboration easy.

This article covers how to invite, manage, and remove team members.

Who should be a team member

Add a team member for anyone on your team who needs to log in to Local Line directly. Common examples:

• Co-owners or business partners who manage the store alongside you
• Fulfillment staff who need to access pick lists, pack lists, and order details
• Bookkeepers or accountants who need to view reports and export data
• Customer service staff who manage orders and answer customer questions
• Seasonal staff who help during busy periods

Customers don't need team member accounts — they have their own customer accounts on your storefront. For more on that, see Customer accounts & login.

Inviting a team member

You'll need the email address of each person you want to invite.

1. Click 'Settings' in the bottom-left corner. 
2. Select 'Users'
3. Click 'Add user'
4. Enter the new user's email address
5. Click 'Send invite'

The invited person will receive an email with a link to set their password and log in. Invitations expire after 7 days — if your team member doesn't accept in time, you can resend from the Users page.

Permission levels

LocalLine does not offer any permission levels at this time. We plan to offer the following permission levels in the future. 

• Admin — Full access to everything in the account, including billing, settings, and other users. Use sparingly, typically for owners and co-owners.
• Manager — Full access to products, orders, customers, price lists, and fulfillment, but no access to billing or user management. Good for general managers or operations leads.
• Fulfillment — Access to orders, pick lists, pack lists, and fulfillment-related tools. No access to customer data, billing, or settings. Good for warehouse and fulfillment staff.
• Reports only — Read-only access to reports and exports. No ability to edit products, orders, or customers. Good for bookkeepers and accountants.

Managing existing team members

To view or update your team members:

1. Go to Settings > Users
2. You'll see a list of everyone on your account, their email, and their permission level
3. Click any user to view or edit their details

From here you can:

• Resend their invitation if they haven't accepted yet
• Remove them from the account

Team member best practices

A few tips for managing access well:

• Give the least access necessary. It's easier to add permissions later than to undo damage from too much access.
• Use individual accounts, not shared logins. Each team member should have their own login so you can track who did what.
• Review your user list periodically. Remove former staff promptly to keep your account secure.
• Reserve Admin access for owners. Admin permissions include billing and the ability to add or remove other users — limit this to people who genuinely need it.

Team member FAQ

Is there a limit to how many team members I can add?
Limits depend on your plan. Check localline.co/suppliers/pricing or your account settings for your current limit.

Can team members have their own notification preferences?
Yes. Each user manages their own notification settings — see Login & account settings.

Can team members access Local Line on mobile?
Yes. Team members can log in from any device, including mobile and tablet.

Do team members count toward my vendor limit?
No. Team members and vendors are separate. Vendors are external suppliers connected through the Connections feature; team members are people working on your own account.

Need help? 

For questions about team member access, contact support@localline.ca.