Add the people who help you run the store. Each person signs in with their own email and a one-time code, sees only what their role allows, and appears by name in the activity log. Nobody needs your password.
Add a person
- Open Team (under Settings).
- Under Add a person, enter their Name and Email.
- Choose a Role (below).
- Press Add to the team. We email them a link to the dashboard.
The roles
- Manager: runs the store. Everything except the team, payment keys, plan and billing, the domain, WhatsApp and SMS settings, and the email sender.
- Orders and customers: orders, returns, customers, abandoned carts, messages and reviews; sees gift cards and points.
- Products and content: products, collections, offers, pages, journal, photos, menus and the homepage.
- View only: sees orders, products and reports; cannot change anything.
Only the Owner can manage the team, payments and billing.
What each person sees
The menu only shows what a role can use. People packing orders open on a packing list (to pack, to dispatch, on the way and returns) with one-tap stage changes and packing slips, and no sales figures. Catalogue staff open on a to-do list: sold-out products, missing photos, short descriptions, drafts and reviews. As the owner, you see your team's day on your dashboard home.
Change or remove someone
- To change a role, pick a new one from the dropdown beside the person. It saves at once.
- To remove someone, press Remove and confirm. They are signed out at once.
Team members with roles are part of the Pro plan. Give each person the smallest role that lets them do their job.
Still need help? Contact us.