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
- Open Collaboration → Team.
- Click Invite.
- Enter the person’s email.
- Assign one or more roles, and optionally a department.
- Send — they receive an email, set a password, and sign in.
Change access
- Open the member from the list.
- 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.
- Suspend to pause access temporarily (keeps history).
- 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.