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Users & Permissions

This article explains how Users & Permissions work in your store, including how to add users, how many users you can add, the roles available, and what each role can access. Properly managing users helps keep your business secure while making sure the right people have the right level of access.

What Are Users & Permissions?

Users are additional people you invite to help manage your store.

Permissions determine what each user can see and do inside the app or online portal. Permissions are grouped into roles, making it easy to manage access without configuring settings one by one.

Using roles and permissions helps you:

  • Keep sensitive information secure
  • Prevent accidental changes to important settings
  • Delegate tasks confidently
  • Maintain clear accountability for actions taken in your store

Who Can Manage Users?

Only users with permission to manage users (typically the Store Owner or Admin role) can:

  • Add new users
  • Assign or change roles
  • Remove users from the store

How Many Users Can I Add?

  • Every store includes one primary owner account.
  • You can add up to two additional users to help manage your store.

Using additional users allows you to delegate tasks without sharing login credentials, helping keep your account secure and activity clearly attributed to the right person.

How to Add Users to Your Store

  1. Select your profile:
    • Mobile: Found in the main menu
    • Web: Found in the top right corner of the screen
  2. Select Manage.
  3. Navigate to Users.
  4. Select Invite User.
  5. Enter the user’s email address.
  6. Choose the role you’d like to assign.
  7. Enter the user’s full name.
  8. (Optional) Enter their phone number.
  9. (Optional) Assign an access period if the user only needs temporary access.
  10. Click Invite.

An invitation link will be sent to the user’s email address. The user will select the Create [Role] Account button in the email, create their account, and complete the verification steps. Once finished, they’ll have access to your store based on the permissions tied to their assigned role.

Note: Each invited user must have a unique email address.

Available Roles

You can assign one of the following roles when inviting an additional user to your store:

Owner

  • Same permissions and full feature access as the primary account owner
  • Ideal for a co-owner or trusted business partner
  • Not considered the primary account holder

Administrator

  • Full access to store features
  • Excludes access to Manage Funds
  • Ideal for managers helping run day-to-day operations

Associate

  • Access to inventory, sales, and refunds
  • Ideal for team members assisting with selling and order support

Assigning roles helps protect sensitive areas of your business, prevents accidental changes, and ensures each person only has access to what they need.

Once your users are set up, you can manage or remove access at any time from Profile > Manage > Users.