Members & Invites
Invite members, manage roles and calendar colors, assign locations, and configure revenue targets.
Members define who can access an organization and what they are allowed to see and do.
To manage members: Settings → Organization → Members
Inviting A Member
- Go to Organization → Members
- Open Invites
- Click Invite Member
- Fill out the invite form:
- Role
- Color
Email (Important)
Invites are tied to the exact email you enter.
The invited user must sign up using the same email address. If they sign up with a different email, the invite won’t work and you’ll need to issue a new invite.
Billing seat limits
Invites may be blocked if your plan’s seat limit is reached (active members + pending invites).
Managing Existing Members
In the Members table, use the Actions menu to manage a member:
- Change role
- Change calendar color
- Change calendar access
- Set revenue target
- Assign locations
- Remove member
Roles (High Level)
Roles control what a user can access across TatTool, including:
- Organization settings access
- Calendar visibility
- Payment workflows
- Insight access
If you’re unsure what a role can do, verify by checking which pages appear in Settings for that user.
Calendar Access
Calendar access is a per-member toggle that lets owners/admins control whether someone can see and work with calendar data, without removing them from scheduling.
When disabled, the member can still log in and be assigned to bookings, but they can’t access the calendar, events, clients, booking-derived financial data, or booking-related notifications.
See: Calendar Access
Revenue Targets
You can set a revenue target per member.
Targets are used in Insight and dashboard widgets to show progress and comparisons.
Targets are per member
If you want a location-specific target view, filter Insight to the members assigned to that location.
Assign Locations
Members can be assigned to one or multiple locations.
These assignments are used for:
- Location-based capacity calculations
- Location-based filtering in Insight and dashboards
- Availability and utilization metrics
Location assignments are operational, not cosmetic
Assign locations carefully—Insight capacity and utilization depend on which members are counted for a location.