Cohorts
Your cohorts
A cohort is a business group — a shop, a team, a location — with its own members, roles and permissions.
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Cohorts
A cohort is a self-contained working group (shop, branch, team, project) with its own members, roles and data.
What it is for
- Keep data properly separated: one branch never sees another branch's figures.
- Grant precise rights without extra accounts or shared passwords.
- Track activity, till and stock per location, team or project.
- Hand a branch over to a new lead without rebuilding anything.
How to use it
- 1Click “New cohort” and give it a clear name.
- 2Add a description: who belongs to it and what it is for.
- 3Open the cohort, then invite people by e-mail.
- 4Assign a role: owner, administrator, member or viewer.
- 5Attach the modules: till, stock, shop and reports follow the cohort's scope.
- 6Review the member list regularly and remove access that is no longer needed.
Good practice
- Start simple: one cohort per location or per major project.
- The short name (slug) appears in public links — keep it readable.
- One person can belong to several cohorts with a different role in each.
- Always keep two owners so access survives an absence.
