Inviting Users

Inviting Users

Add new team members by sending email invitations. Recipients create their own password and gain access based on the role you assign. If you’d rather set their credentials yourself, use Add instead (see Adding a member directly).

Sending an Invitation

Step 1: Open the Team tab

1. Click Account in the sidebar.
2. Select the Team tab.
3. Click Invite.

Step 2: Enter details

The Send User Invite dialog has these fields:

Field	Description
Recipient Email	The address the invitation is sent to (required)
Recipient Name	Optional — the recipient can set this themselves later
Role	Permission level to assign (defaults to Store Viewer)
Expires In	How long the invitation link stays valid: 1, 3, 7 (default), 14, or 30 days

Step 3: Send the invitation

1. Review the details.
2. Click Send Invite.
3. The recipient receives an email inviting them to join.

The Invitation Email

Recipients receive an email containing:

• An invitation to join your account
• A link to accept and set up their account
• Your organization name

Accepting an Invitation

For the invitee

1. Open the invitation email.
2. Click the acceptance link. It opens the public Account Invitation page, which shows the account they’re joining.
3. Create a password (or sign in if they already have an account), then click Accept Invitation.
4. Access is granted with the role you assigned, and a “Welcome to the Team!” confirmation appears before they land in the admin.

Adding a Member Directly

If you don’t want to send an email invitation, click Add instead of Invite. The Add Member dialog lets you create the account outright:

Field	Description
Name	The member’s name
Email	Their email address
Password	A password you set for them
Role	Permission level (defaults to Store Viewer)
Assign to Store	Optionally scope them to a specific store
Marketing Communications	Whether they receive announcements and offers

Click Create User. The member can sign in immediately with the password you set.

Choosing a Role

Invitees and directly-added members can be given any of the four roles. The dialog labels the account-level role as Account Owner and the store-level roles as Store Manager, Store Viewer, and Brand Partner.

Scenario	Recommended role
Person who runs the whole account	Owner
Manages a store’s content and displays	Manager (Store Manager)
Needs visibility only	Viewer (Store Viewer)
External brand collaborator	Brand Partner

Detailed role descriptions →

Changing a role later

To change someone’s role after they’ve joined, click the pencil (Edit) icon on their row in the Team list and pick a new role in the Edit Member dialog.

Troubleshooting Invitations

Email not received

1. Check the recipient’s spam/junk folder.
2. Verify the email address is correct.
3. Send the invitation again.
4. Try an alternative email address.

Link doesn’t work

An expired or invalid link shows an Invalid Invitation error page:

1. Check whether the invitation has expired (see the Expires In value you chose).
2. Send a fresh invitation.

Duplicate email error

1. The email may already have an account.
2. Check whether the person is already in your Team list.
3. They may simply need to sign in instead.

What’s Next?

• Team Management - Manage your team
• Roles & Permissions - Understand access levels