Manage Users and Roles
Add a New User
To add a new user, complete the following:
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From the left menu, click Settings.
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On the top tab, click Team Settings.
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Click Add Team Member.
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On the Add Team Member page, enter the information for the new team member.
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Select their Role from the dropdown.
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Click Save.
To view/edit users, complete the following:
Note that you must be an admin to edit or deactivate team members.
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You can click a team member from the Team Settings page to edit their information and role.
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You can click the pause icon to remove team members and their access. Note: To reactivate, click the play icon.
List of Roles and Permissions
Function | Admin | Full | Staff | Sales Staff | Reporting | Sales Only | Sales With Refunds |
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View Dashboard | X | X | X | ||||
View/Search/Export Activity | X | X | X | X | X | ||
View/Export Invoices | X | X | X | X | |||
View/Edit Customers | X | X | X | X | X | X | |
View/Edit Catalog Items | X | X | X | X | |||
Add Payment Methods | X | X | X | X | X | X | |
Run New Charge/Send Invoice | X | X | X | X | X | X | |
Refund/Void Charges | X | X | X | X | |||
Open Support Tickets | X | X | X | X | X | X | X |
Add/Remove Tax Rates | X | X | |||||
Manage Team and Branding | X | ||||||
Manage Webhooks | X | ||||||
Manage Notifications | X | X | |||||
Manage Social Accounts | X | X | |||||
Manage Website Payments | X | ||||||
View and Manage Apps | X |
Updated 7 months ago