Taylor joins for the wedding season and is invited as an Editor, Sam gets custom permissions for orders and deliveries, Alex's access is removed, and every change shows up in Security history.
Your team and their permissions
Invite someone with the right role, tailor a person's permissions module by module, remove access and see it all in Security history.
What you will learn
- Invite with the right roleAdd a new member and pick the role before sending, since it starts on Super administrator.
- Permissions per moduleSwitch someone to Custom and choose View or Edit for each module.
- Remove and reviewTake away someone's access and check every change in Security history.
Related articles
- Invite team membersInvite people to your account by email with a role, see when it buys a seat, and resend or cancel pending invitations.
- Accept an invitationJoin an account from the invitation email or from Pending invitations in the account switcher, signed in with the invited email.
- Roles and permissionsEach person has one role per account: Owner, Super administrator, Administrator, Editor, Viewer or Custom, plus billing and AI roles.
- Change a member's roleOpen Edit permissions on a member's row, pick a default or custom role, and why a pending invitation's role can't be changed.
- Remove a member from the accountTake away someone's access with Remove member; their staff record stays, and their seat stays paid until you reduce your subscription.
- Security historyThe log of your account's sensitive changes, with user, date, IP and location; filter it, export it, or see all activity with the add-on.