Team members and roles#
Decide who manages the workspace, reviews orders, and gives final approval.
Divide responsibilities#
| Role | What it can do |
|---|---|
| Owner | All features, billing, members, and ownership transfer |
| Admin | All orders, items, customers, pricing, channels, settings, and integrations |
| Order operator | View, create, edit, and approve orders assigned to them |
An order operator cannot see another assignee's orders or assign, delete, or change workspace settings.
Invite team members#
- Invite people who manage settings and catalog data as admins.
- Invite people who only handle their own orders as order operators.
- Assign customers or orders to each order operator.
- Sign in with an order operator account and confirm that it shows only assigned orders.
Invite status#
Invite team members by email from Settings > Members. Their status appears as invited, active, or inactive.
Use company accounts instead of personal emails. If an invite is missing, check the address, spam folder, and company mail security rules first.
Access control#
Use the order operator role for people who do not manage items, customers, billing, integrations, or members.
Order operators can approve their assigned orders. If review and approval must be separate, agree on an extra check outside the current role settings.
Change the owner or password#
When ownership changes, transfer the workspace owner in Settings. Confirm that the new owner can sign in with a company account and is responsible for billing, integrations, and team members.
Use an individual account for each team member. Remove a member who leaves, then reassign their customers.
Assign customers to team members#
Assign someone when a customer has a dedicated salesperson, places many orders, has special prices, or often needs confirmation before shipping.
Keep the rules simple:
- Assign a customer only when someone is clearly responsible for follow-up.
- Leave shared or newly imported customers unassigned until ownership is clear.
- Review unassigned orders daily so they do not remain without an owner.
- Reassign customers when a team member leaves or changes responsibility.
Leave a record#
Use order comments or internal notes when something needs explanation. Do not leave the decision only in a private chat; the next reviewer needs to see it too.