Your store can have several people working on it. Each one is a member with one role, and the role decides what they can see and change in the store's panel. This guide covers adding members, invitations and roles.
The members list
Open Users → Members in the store's menu. It lists each member with their Name, Email, Role and the date they were Created.
You are the store's owner if you created it. Your row has no actions: nobody can change your role or remove you from the store. Seeing the list takes the See permission of Members; the owner can always open it.
Add a member
- In Members, press the button at the top of the page to create a member.
- Write the person's Email. When the platform lets people sign in with a phone or a username too, you first choose Email, Phone, Username or Auto-detect.
- Choose their Role and press Save.
What happens next depends on the person:
- They already have an account. They join the store right away with that role, and the screen says Member created correctly.
- They have no account yet. The store sends them an invitation by email, with the subject Invited To Team followed by the store's name and a link to create their account. The screen says Guest member correctly, and the invitation shows under Invitations on the members page. When they create their account with that same email, they join the store with the role you chose and the invitation disappears.
- They are already a member. The screen says This user is already a member of the team.
Adding members takes the Create permission of Members.
Your plan's limit
When your plan limits the number of users, members and pending invitations count together, and you are one of them. Once you reach the limit, adding someone shows You have reached the maximum number of Users allowed by your subscription. Please upgrade your plan to add more Users. Remove a member or an invitation, or change your plan, to make room.
Change a role or remove a member
On a member's row:
- Edit opens Edit member, where you choose another Role and press Save. It takes the Update permission of Members.
- Delete asks Are you sure you want to delete the member? and, once you confirm, removes the person from the store. Their account stays; they just stop seeing this store. It takes the Delete permission of Members.
Under Invitations, Delete cancels an invitation that has not been used yet.
Roles
A new store has two roles:
| Role | What it allows |
|---|---|
| Administrator | Everything in the store. It is the owner's role, and it cannot be edited or deleted. |
| User | Seeing the members list. |
Open Users → Roles to see them and to create your own:
- Press Create Role and write its Name. It is saved in lowercase, with hyphens instead of spaces.
- Save it, then edit it to choose its permissions.
The permissions are a table. Each row is a part of the store, such as Product, Order or Page, and the columns are Create, See, Update and Delete. Clicking a column's heading ticks or clears the whole column, and clicking a row's name ticks or clears the whole row. Under Permissions come the ones that are not about a list, such as Edit Settings, the one that lets a person save the store's settings, and Manage Media, the one that opens Media and Space.
Clone on a role makes a copy with the same permissions and opens it for editing, so you can start from a role you already have.