Add the people who work in your store, invite them by email, and control what each one can see and do. The Team and Roles pages are visible to owners and admins only.
Access levels
Every teammate has one access level that sets their big-picture powers:
| Level | Manage team & roles | View and pay invoices | Day-to-day work |
|---|---|---|---|
| Owner | Yes | Yes | Full |
| Admin | Yes | No | Full |
| Team | No | No | Set by their role |
Owners and admins can add and manage people. Only owners can view or pay invoices on the Billing page, so keep billing tasks with an owner. A Team member’s everyday access is defined by the role you assign them.
Inviting a teammate
- Open the Team page: go to Settings → Team and click Invite member.
- Fill in the form: enter their Email (and optionally first and last name), then choose an Access level and a Role.
- Send it: click Send invite. They get an email with a link to set their own password, so you never handle it.
Prefer to set the password yourself? Switch to the Set password now tab, enter and confirm a password, and click Create member. The account is active right away. The password needs at least 12 characters, no spaces, and an uppercase letter, a lowercase letter, a number, and a special character.
ℹ️ Note: You can send up to 10 invites (including resends) per hour. An email address can only belong to one account, so inviting an address that already has one fails.
📸 Screenshot placeholder: The Invite member dialog (Settings → Team → Invite member) with the Send email invite tab selected and the Access level and Role menus visible. Use a test email address.
Pick a role for every person you invite. Don’t leave Role empty as a way to limit someone: choose a role that has only the permissions they need.
Managing your team
The Team page lists each person with their access level, role, status (invited, active, or suspended), and when they were last active.
📸 Screenshot placeholder: The Team page (Settings → Team) showing the member table with the Edit, Resend invite, and Suspend actions. Use test teammates only, not real names or emails.
From there you can:
- Edit someone to change their name, title, access level, or role. Changes apply without them signing out, though they may need to refresh the page to see their menu update.
- Suspend someone to revoke their access, and Reactivate them later.
- Resend invite if they never accepted it (shown for people whose status is invited).
💡 Least access wins. Start people narrow. You can always widen a role later. Guardrails protect you: you can’t edit or suspend your own account, only an owner can make or change another owner, and the last active owner can’t be demoted or suspended.
Next, build the roles that decide what each person can actually do: Roles & permissions.