Managing team member roles

Where can you find this option?

Go to the Store → Team tab.

There you will find two sections:

• Members – manage people in your team
• Roles – create and edit roles and their permissions

Adding a team member

1. Go to the Members section
2. Click the + Invite member button
3. Fill in:
   • email address
   • first name
   • last name
4. Click Invite member

The invited person will receive an email with an option to join your team.

Creating a role and assigning permissions

To create a new role:

1. Go to the Roles section
2. Click the option to create a new role

While creating or editing a role, you can define what a given person will have access to.

Permissions are divided into sections, for example:

• Products (view, create, edit, archive, duplicate)
• Product access
• other areas of the system (depending on configuration)

You can:

• select individual permissions
• or click Select all to grant full access within a given section

When finished, click Save.

Assigning a role to a team member

Once a role is created, you can assign it to a specific person:

1. Go back to the Members section
2. Select a team member
3. Assign the appropriate role

From that point on, their access scope will match the selected role settings.

Default role

You can set one role as default.

If you do this:

• every newly invited team member will automatically receive this role
• you won’t need to assign it manually each time

With roles, you can easily manage access within your team and keep permissions organized without having to configure everything manually for each person.

‍