Managing Your Team
Add team members and control what they can access.
Adding Users
- Go to Settings → Team (or Users)
- Click Invite User
- Enter their email address
- Select their role
- Send the invitation
Roles
| Role | Access Level |
|---|---|
| Admin | Full access to all features and settings |
| Manager | Operations access (orders, inventory, WMS) without billing/settings |
| Sales Rep | Order creation, customer management, product viewing |
Managing Users
From the team list you can:
- View active team members
- Change roles
- Remove team members
User Limits
Your plan determines how many users you can have. Check Settings → Billing to see your current plan's user limit.
Tip: Use the Sales Rep role for trade show staff. They can create orders and look up products without access to sensitive settings or financial data.