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Inviting your team is recommended if you’ve got multiple team members handling your operations. Do not share your password with anyone. Instead, use the User Management feature to manage which pages they can view and what actions they can perform on each one.
If you have multiple team members doing the same work, consider creating roles so you don’t have to fill in the permissions for each team member separately.

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Add a team member

  1. Go to the User Management page and click on Add New User
  2. Fill in their email and password, they’ll use this to log in to your portal
  3. Click on Set Permission to choose the actions you’d like your new user to be able to perform
    1. View: Allows viewing the page only
    2. Create: Allows creating new objects (e.g. adding a new product)
    3. Edit: Allows editing existing objects (e.g. modifying an order)
    4. Export: Allows downloading data from the portal (e.g. exporting an invoice CSV sheet)
    5. Import/Bulk: Allows importing data from integrations (e.g. importing products from Shopify) or uploading bulk sheets (e.g. creating orders in bulk)
  4. Click on Save Data to confirm your choices and add the user