As a store owners, you can create accounts for your staffs who can get access to ShopBase Admin Dashboard and help to operate the business together, without sharing highly private information (such as billing and subscription).

The number of staff account depends on your ShopBase pricing plan.


In this article

A. Understand the levels of staff permissions

B. Add staff accounts

C. Manage staff accounts


A. Understand the levels of staff permissions

An account may have one of the following permission levels:

Owner Permissions: has unlimited access to their ShopBase store. They can manage the account and financial information.

Full Permissions: has access to all sections on ShopBase admin, except for sensitive or financial information.

Limited Permissions: can only access particular sections of the store (selected by the store owner). Even though they can see the section(s) on the sidebar, the section text is in grey and they can't view any information here.

You can set staff account with limited permissions to prevent them from doing specific actions, such as seeing your analytics or changing app and general settings.

B. Add staff accounts

On your ShopBase admin, go to Settings > Account.

In Account and permissions section, click Add staff account.

Fill in their email address. The default option is to set them with full permissions. You can untick the box before This staff account will have full permissions to set their limited permissions. Click Send invite when you finish.

For Orders permissions, staff accounts can only view orders if you untick Edit orders and Export orders. In case you select all three options, the staff account will have full permissions with the orders.

Press Send Invite and an invitation will be sent to the email address. They would need to accept your invitation and setup their information before being a staff.

Update this information to complete staff account setup.

If the owner account has more than 1 store, staff accounts can only login to which store they are granted permission.

C. Manage your accounts

1. As a store owner, you can:

View your profile: change your general information, profile image, password, email notification settings, verify email address, and check login history.
Log out all staff accounts: log your staff accounts out of your store, and require all staff accounts to log in again.
Setup each staff account: when you click on the staff account's email address, you will be directed to their profile page. Here you can change their email notification settings, access permissions, login history, or delete their account.



2. As a staff, you can:

View your profile: change your general information, profile image, password, email notification settings, verify email address, and check login history.



Related Articles:
How to set up your ShopBase profile & billing information
How to update your ShopBase profile
How to secure your ShopBase account
How to close your store on ShopBase
How to switch between ShopBase stores
Understand ShopBase fee & charge
How to caculate fee & charge
Undersand ShopBase balance & - How to payout/topup
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