Manage Users and Roles

Add a New User

To add a new user, complete the following:

  1. From the left menu, click Settings.

  2. On the top tab, click Team Settings.

  3. Click Add Team Member.

  4. On the Add Team Member page, enter the information for the new team member.

  5. Select their Role from the dropdown.

  6. Click Save.


To view/edit users, complete the following:

Note that you must be an admin to edit or deactivate team members.

  1. You can click a team member from the Team Settings page to edit their information and role.

  2. 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

FunctionAdminFullStaffSales StaffReportingSales OnlySales With Refunds
View DashboardXXX
View/Search/Export ActivityXXXXX
View/Export InvoicesXXXX
View/Edit CustomersXXXXXX
View/Edit Catalog ItemsXXXX
Add Payment MethodsXXXXXX
Run New Charge/Send InvoiceXXXXXX
Refund/Void ChargesXXXX
Open Support TicketsXXXXXXX
Add/Remove Tax RatesXX
Manage Team and BrandingX
Manage WebhooksX
Manage NotificationsXX
Manage Social AccountsXX
Manage Website PaymentsX
View and Manage AppsX