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How to add your staff

Invite your team to the Merchant Portal with their own logins and roles, so nobody has to share your password.

Prefer to read? The same steps are below.

Give each person on your team their own login. Everyone sees only what their role allows, and you can see who changed what.

Steps

  1. Open Settings, then Users & Roles. The page is called Team Members.
  2. Press Role guide to see what each role can do.
  3. Press Invite member.
  4. Enter their email address.
  5. Pick a role: Owner, Manager, Operator or Viewer.
  6. If you have more than one store, you can limit them to a single store.
  7. Send the invite. They get an email with a link to join.
  8. To see who changed a price, stock level or visibility, and when, open Settings, then Audit History.

Good to know

  • Managers run the store day to day. Operators work orders. Viewers can only look.
  • Money pages, such as Transactions, are for owners and managers.
  • A person limited to one store only sees that store's orders and customers.
  • You can remove a team member at any time, and their access ends straight away.
  • Never share your own password. Invite people instead.

Can't find what you need?

Store owners can message us from Contact Support in the portal. Not with us yet? Ask us anything.