Staff Accounts and Permissions

Add staff with appropriate access

  1. Go to Staff and select Add staff.

  2. Enter the staff member’s name, business email, phone, department, and account status.

  3. Grant only the View, Create, Edit, and Delete permissions required for the role.

  4. Review the permission summary.

  5. Choose whether to send an invitation and whether access starts active.

  6. Select Create staff member.

Review permissions before inviting staff

Review permissions before inviting staff

POS, Orders, Products, Customers, Inventory, Analytics, and Inbox permissions are independent. Match permissions to the person’s actual duties.

Important

Inbox Create allows replies; Inbox Edit allows conversation management. Review staff access regularly and deactivate accounts that no longer require access. Related guide: Store and Account Settings.