Team & account8 min read

Invite team members and control permissions

Give staff the access they need without exposing unrelated store or financial controls.

What you will achieve

Each person can complete their job using their own account and an appropriate permission set.

01

Before you start

  • The person's email or shareable invite route
  • An available team seat
  • A clear idea of their responsibilities
02

Follow these steps

  1. 1

    Open Team and choose Invite member.

  2. 2

    Select Admin for broad operational access or Staff for a smaller default set.

  3. 3

    Share the invite link privately and wait for the person to accept it with their own account.

  4. 4

    Edit permissions after acceptance to allow only the features their job requires.

  5. 5

    Remove access promptly when a person leaves the business.

03

Good to know

Owners always have every permission.

Financial, billing and settings access should be limited deliberately.

Do not share one sign-in between several staff members.

Open this in your dashboard

Open this in your dashboard

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