Collaboration

Team

Invite people, assign roles and departments, suspend or remove access.

Intro

Team is the member list for your store: everyone who can sign in, their status (active, invited, suspended), and their roles.

Purpose

  • Onboard new staff with the right access from day one
  • Adjust access when responsibilities change
  • Remove access safely when someone leaves

Invite a member

  1. Open Collaboration → Team.
  2. Click Invite.
  3. Enter the person’s email.
  4. Assign one or more roles, and optionally a department.
  5. Send — they receive an email, set a password, and sign in.

Change access

  1. Open the member from the list.
  2. Click Edit to change their name or sign-in email, or update their role. The new email is only their login — roles and history stay on the same person. Capitals are ignored, so the address is saved in lowercase and cannot duplicate an existing login that differs only by case.
  3. Suspend to pause access temporarily (keeps history).
  4. Remove only when someone leaves for good.

Tips

  • Assign the least-powerful role that covers the job — you can always add more.
  • Suspended members keep their setup; suspension is reversible, removal is not.
  • If a new member “can’t see Shipments”, it is almost always their role — see Roles.