Members

Invite staff to manage your store

👥 Members Page

A member is a staff user with access to specific features of your store depending on their assigned role and branch. Roles define what a member can or cannot do within the platform.

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🔑 Accessing the Members Page

To manage members:

1. Go to the Settings Page

2. Under Business Settings, click on Members

An image of the Members page

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📄 Viewing Existing Members

If you already have members, they will appear in a list with details such as their:

• Name

• Email

• Assigned Role

• Status

• Number of branches they belong to

• Date Created

For each member, clicking on the three dots beside their name opens the following options:

• Edit Member – Update role, contact details and change branch or add more branches

• Deactivate Member – Temporarily remove access without deleting their profile

• View Activity Log – See actions the member has performed on the platform

• Remove Member – Permanently delete a member from the system

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➕ Invite a New Member

Click the Invite Member button to open a pop-up form.

You’ll be required to:

• Enter the email address of the new member

• Assign a role

• Select one or more branches they are assigned to

Once you click Send Invite:

• An email will be sent to the member

• They can create an account and will automatically receive access based on their assigned role

⚠️ Important: The invitation link is time-sensitive and will expire after 48 hours. Make sure the invitee accepts the invitation promptly to avoid having to resend it.

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💡 Notes

• Roles and permissions can be customized under the Roles & Permissions section.

• A member can only access features based on their role and the branch they’re assigned to.