Account & Administration
Staff & Permissions: Invite Your Team with the Right Access
2 min read
Staff management lets you invite team members and grant fine-grained permissions, so a support agent can work orders while a manager handles products, reports and shipments — without anyone having more access than they need.
How permissions work
Permissions are granted per area (for example view orders, manage products, view reports, manage shipments, manage expenses). You assign exactly the set each member needs; owners and super admins bypass these checks.
Seats and your plan
The number of team members is capped by your plan’s staff limit, shown as a usage meter on your dashboard so you know your headroom.
Accountability
Actions are attributed to the staff member who performed them, powering cashier and staff performance views in reports.
Step-by-step
-
1
Open Staff
Go to the staff area in the sidebar.
-
2
Invite a member
Add their details to create their account.
-
3
Assign permissions
Grant only the areas they need to work in.
-
4
Review usage
Check the staff usage meter against your plan limit.
Frequently asked questions
Can I limit a staff member to just orders?
Yes. Grant only the order permissions and they will not see other areas.
Who can manage staff?
The organization owner and anyone with the appropriate management permission.
Do staff count against my plan?
Yes, against the staff-seat limit; the dashboard shows how many seats remain.
Troubleshooting
A staff member cannot see a screen.
They lack that area’s permission; grant it from their profile.
I cannot add another member.
You have reached your plan’s staff limit — upgrade to add more seats.
Related guides
Subscription & Plans: Limits, Usage and Upgrades
How plans, limits and usage meters work — and when to upgrade.
Account & Security Settings: Profile, Password and Two-Factor
Keep your account secure with OTP verification and two-factor login.
Reports & Analytics: Dashboards, PDF, CSV and a Custom Builder
Dozens of ready-made reports plus a build-your-own engine — exportable to PDF and CSV.