Inviting Team Members

Overview

Building a team allows you to delegate responsibilities and grow your business. Each team member gets their own login with permissions based on their role.

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Understanding Team Roles

Role Permissions Matrix

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Inviting Team Members

Step 1: Access Team Management

1. Navigate to Dashboard > Team
2. Click Invite Member button

Team Dashboard

Step 2: Enter Invitation Details

Invite Form

Step 3: Send Invitation

1. Review the invitation details
2. Click Send Invitation
3. Team member receives email with setup instructions

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What Team Members Receive

Welcome Email Contents

The invitation email includes:

• Welcome message from your business
• Link to create their account
• Their assigned role
• Quick start guide

First-Time Login

New team members will:

1. Click invitation link
2. Create password
3. Complete profile
4. Start working immediately

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Managing Existing Team

Viewing Team Members

The team list shows:

• Member name and photo
• Email address
• Assigned role
• Last active date
• Join date

Changing Roles

1. Click on team member
2. Select Change Role
3. Choose new role
4. Confirm change

Removing Team Members

1. Click on team member
2. Select Remove from Team
3. Confirm removal

What happens after removal:

• Immediate access revocation
• No data deletion
• Activity history preserved
• Can be re-invited later

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Role Selection Guide

When to Use Admin Role

Best for:

• Business partners
• Senior managers
• Trusted family members
• Operations head

Responsibilities:

• Full system access
• Can make billing changes
• Can add/remove other members

When to Use Catalog Manager

Best for:

• Inventory staff
• Photography team
• Product listers
• Pricing team

Responsibilities:

• Product management
• Pricing updates
• Stock management
• No customer communication

When to Use Support Staff

Best for:

• Customer service reps
• Sales assistants
• Appointment coordinators
• Social media handlers

Responsibilities:

• Inquiry responses
• Appointment management
• Customer communication
• No product changes

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Pending Invitations

Managing Pending Invites

View all pending invitations:

• See who hasn't accepted
• Resend expired invitations
• Cancel unused invitations

Resending Invitations

1. Go to Team > Pending
2. Find the invitation
3. Click Resend
4. New 7-day expiry set

Invitation Not Received?

Troubleshooting steps:

1. Check spam/junk folder
2. Verify email address spelling
3. Ask member to add your domain to contacts
4. Try alternative email address

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Plan Limits

Team Member Limits by Plan

Upgrade for More Members

Need more team members?

1. Go to Billing > Change Plan
2. Select plan with higher limit
3. Existing members transfer automatically

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Best Practices

Do's ✅

• Assign minimum required permissions
• Review team access quarterly
• Remove access immediately when staff leaves
• Train new members on their responsibilities
• Use business emails, not personal

Don'ts ❌

• Don't share login credentials
• Don't give Admin access unnecessarily
• Don't forget to remove ex-employees
• Don't skip role training
• Don't ignore unusual activity

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Security Recommendations

Password Requirements

Ensure team members use strong passwords:

• Minimum 12 characters
• Mix of letters, numbers, symbols
• No dictionary words
• Unique to this platform

Activity Monitoring

Review team activity regularly:

1. Go to Settings > Activity Log
2. Filter by team member
3. Look for unusual patterns

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Troubleshooting

Invitation email not sending?

• Verify email address is correct
• Check your email sending limits
• Contact support if persists

Team member can't access features?

• Verify their assigned role
• Check store access permissions
• Clear browser cache
• Try different browser

Forgot to remove ex-employee?

• Remove immediately when discovered
• Review any changes they made
• Change shared passwords
• Audit recent activity

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Related Articles

• Understanding Your Subscription
• Account Settings Guide
• Security Best Practices