FAQs covered in this article:
How to invite your team
To learn how to invite team members and assign roles, read the full article:
Why team roles matter
When you invite your team to the platform, you can assign each person a role that matches their responsibilities. This helps keep your company’s information secure and ensures that people only see what they need to.
For example:
Your marketing team can work on product content, but won’t see financial data.
Your accounting team can access invoices and payments, but not edit product listings.
Types of user roles
Each role gives access to specific parts of the system:
Role | Description |
Super Admin | Full access to everything in the system, including user management. |
Guest | View-only access. Can’t make changes. Ideal for external consultants. |
Individual | Access limited to personal actions. |
Sales | Access to customer lists, orders, and client communication tools. |
Accounting | Can manage invoices, payment tracking, and financial data. |
Procurement | Manages inventory, orders, and supplier-side logistics. |
Marketing | Can upload images, write company description, and manage store design. |
Support | Can respond to inquiries and support tickets but has no access to finances. |