Your team and their roles
Who can sign in, what each role can see, and how the reporting line works.
Store adminsEverybody who can sign in to your store is on the Team tab, under People. Each of them has one role, and the role decides what they see.
The three roles
| Role | Sees | Can change |
|---|---|---|
| Shopper | Their own orders. | Nothing but their own details. |
| Regional admin | Their own orders and those of the people who report to them. | Can reset a password for one of their own reports. |
| Store admin | Everything on the store. | Everything on this list, plus the rules on every other page in these docs. |
Adding one person
- 1
Invite them
People → TeamEnter their email and pick a role. They get an email with a link to sign in.
- 2
Set who they report to
People → TeamA shopper can report to a regional or store admin. That line is what a regional admin's view is built from, and it can route approvals too.
- 3
They set a password
Their emailUntil they do, they show as Invited. Nothing is wrong — they simply have not been in yet.
Adding a lot of people
Use Import on the same tab and paste one person per line. It takes up to 2,000 at a time, and everybody arrives with their role, their manager and any extra details already set.
When somebody leaves
Disable them on the Team tab. Their orders stay exactly where they are — an order is a record of something that happened, and it does not leave with the person.