Invite team members
Add support leads, managers, or staff to the Canonica workspace without creating a MenuList management account for them.
Team Access
Give the right people the right Canonica access.
Invite workspace members, assign Canonica-specific roles, reset login details, and force sign-out without exposing MenuList permissions or restaurant staff controls.
Workspace members and roles
Email or owner-passcode login
Owner reset and force sign-out
Team Access
Canonica product layer
Team Access
Invite workspace members, assign Canonica-specific roles, reset login details, and force sign-out without exposing MenuList permissions or restaurant staff controls.
Workspace members and roles
Email or owner-passcode login
Owner reset and force sign-out
Support truth flowReviewed
1Source content
2Product context
3Approved answer
Team Access
Production support needs controlled workspace access.
Canonica now treats team management as part of the workspace control layer. Owners can add staff, assign role permissions, reset access, and keep support work separated from MenuList.
Assign Canonica roles
Use Owner, Manager, Support Staff, or custom Canonica roles so billing, team, knowledge, widget, governance, and support controls stay scoped.
Use email or passcode login
Members can be added with an email setup path or an owner-managed staff ID and temporary passcode, matching the proven MenuList staff model.
Reset access from the workspace
Owners can create a new temporary passcode, share it once, revoke active sessions, and keep the member record intact.
Force sign-out when needed
Sensitive access changes can revoke sessions instead of waiting for a member to sign out on their own device.
Keep products separated
Canonica roles use Canonica permission claims and routes. MenuList owner screens and mobile dashboards remain separate.
Workflow
From workspace owner to controlled team access.
Team Access follows the same owner-managed staff lifecycle that already works in MenuList, adapted to Canonica workspaces and permissions.
01
Open Team Access
The owner uses the Canonica workspace team page, not the MenuList staff screen.
02
Add member details
Enter name, optional email, phone metadata, and the starting role.
03
Share login details
Email users set their password; passcode users receive a one-time staff ID and temporary passcode.
04
Adjust permissions
Change roles or custom permission sets as the workspace team grows.
05
Reset or sign out
Create a new temporary passcode or force sign-out when access needs to be refreshed.
Connected product truth
Team access protects the support control plane.
Roles and reset controls matter because the same workspace contains billing, widget setup, support content, governance review, tickets, and release-aware knowledge.
Feature layer
01
Team Access
Invite workspace members, assign Canonica-specific roles, reset login details, and force sign-out without exposing MenuList permissions or restaurant staff controls.
02
Reviewed source
Roles and reset controls matter because the same workspace contains billing, widget setup, support content, governance review, tickets, and release-aware knowledge.
03
Page context
Workspace members and roles
Connected surfaces
01
Launch Setup
Owners can add the people who will help configure product details, pages, and starter knowledge.
02
Knowledge Base
Staff can be limited to support content work without receiving billing or role-management controls.
03
Widget
Widget configuration can stay with trusted managers instead of every support user.
04
Governance
Answer review and role assignment remain controlled so drafts do not become official without the right access.
Questions
What owners usually ask about team access.
Is this the same as MenuList staff management?
It follows the same login and reset model, but the roles and permissions are Canonica-specific and apply only to the Canonica workspace.
Can owners reset passwords and passcodes?
Yes. Owners can create a new temporary passcode and revoke active sessions. Email-backed members receive setup email when first created.
Does this expose Canonica inside MenuList mobile screens?
No. MenuList mobile and dashboard screens remain separate. Canonica has its own responsive dashboard and team page.
Launch team access as part of the full support loop.
Canonica works best when team access stays connected to widget answers, hosted help, tickets, and answer review.