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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 be able to perform
    1. View: user can only view the page
    2. Create: user can create new objects (e.g. add a new product)
    3. Edit: user can edit existing objects (e.g. modify an order)
    4. Export: user can download data from the portal (e.g. export invoice CSV sheet)
    5. Import/Bulk: user can import data from integrations (e.g. import products from Shopify) or upload bulk sheets (e.g. create orders in bulk)
  4. Click Save Data to confirm your choices and add the user