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Team & permissions

Structure access rights to protect your data and speed up operations.

Recommended team structure

Owner

Full access
  • All modules and critical settings
  • Payment management
  • System configuration
  • Reports and analytics

Manager

Operational access
  • Sales, orders, customers, reports
  • Stock management
  • Customer follow-ups
  • Product creation

Staff

Limited access
  • Daily operations without sensitive settings
  • Order recording
  • Status updates
  • Basic customer responses

Access management

Adding new members

  1. Create user account
  2. Set name, email and password
  3. Assign role
  4. Set specific permissions if needed
  5. Notify new member
  6. Provide login instructions

Permission modification

  1. Assess needs
  2. Identify necessary changes
  3. Update roles
  4. Verify appropriate access
  5. Inform team
  6. Document changes

Security and best practices

Authentication

  • Strong passwords
  • Regular change
  • Two-factor authentication

Monitoring

  • Activity log
  • Change alerts
  • Regular checks

Training

  • User guides
  • Training sessions
  • Ongoing support

Common scenarios

Seasonal hire

  • Create temporary account
  • Assign "Staff" role
  • Limit access to basic operations
  • Delete account at end of season

Internal promotion

  • Assess current skills
  • Gradually increase permissions
  • Train on new tools
  • Monitor performance
Principle: Give only the permissions needed for the role.
Back to guide See settings

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