Adding Team Members & Role Permissions
Empower shift and branch managers to resolve customer complaints without exposing sensitive billing data or granting review deletion rights.
1Team Delegation & Security Architecture
Running a busy storefront requires fast response times when private complaints arrive. GetReview enables business owners to delegate review triage to on-duty branch managers while maintaining strict audit trails and zero risk of review tampering.
Zero Delete Access
Managers cannot hide or delete negative reviews — ensuring accurate operational reporting for owners.
Branch Isolation
Managers only see feedback and alerts for their assigned branch location, preventing cross-store data leakage.
Activity Attribution
Every CRM status update (Won, Lost, Callback toggled) records the manager’s name for internal accountability.
2Adding Branch Managers
You can create a new manager account in seconds directly from the Branch Team tab of your dashboard.
Select the Desired Branch
Use the top-left branch switcher to select the store location where the new manager works.
Enter Manager Name & Click Add
Type the manager’s full name into the input field and click "+ Add Manager".
Share Generated Credentials
GetReview creates a unique handle (e.g. mgr-artisan-sam) with temporary password. Share these credentials with your team member.
3Roles & Permission Matrix
Compare permissions between the Business Owner and Branch Manager roles to understand access boundaries:
| Capability / Feature | Business Owner | Branch Manager |
|---|---|---|
| View Private Inbox & Shielded Reviews | ✓ All Locations | ✓ Assigned Branch Only |
| Update CRM Resolution (Won / Lost / No Answer) | ✓ Allowed (All Branches) | ✓ Allowed (Assigned Branch) |
| Toggle Customer Callback Status | ✓ Allowed | ✓ Allowed |
| Print QR Table Stands & Download Assets | ✓ Allowed | ✓ Allowed |
| Configure Telegram Incident Alerts | ✓ Allowed | ✗ Read Only |
| Customize Review Templates & Translations | ✓ Allowed | ✗ Read Only |
| Delete Reviews & Modify Google Place ID | ✓ Allowed | ✗ Blocked |
| Add, Reset & Revoke Branch Managers | ✓ Allowed | ✗ Blocked |
4Multi-Location Branch Scoping
If your business operates across multiple storefronts (e.g. Downtown Flagship, Westside Mall, Airport Terminal), team members are automatically scoped to their designated branch:
Multi-Branch Management
5Resetting & Revoking Access
Maintain strict security hygiene when employees change roles or depart:
Password Reset
Click the circular refresh icon next to any manager to regenerate a fresh password if a team member forgets their login.
Instant Revocation
Click the disable icon to instantly deactivate a manager’s credentials and invalidate all open browser sessions.
6Operational Delegation Standards
Follow these operational recommendations to maximize customer recovery:
Assign Shift Supervisors
Ensure at least one on-duty manager per shift has active access to the Private Inbox for instant triage.
15-Minute Response SLA
Train managers to reach out to customers requesting a callback within 15 minutes of feedback submission.
Update CRM Outcomes
Always mark whether a complaint was "Won" or "Lost" so weekly recovery metrics remain accurate.
Monthly Access Audits
Review the Branch Team roster monthly to remove seasonal or former staff members.
7Team Management FAQs
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