How to Manage Users: Staff, Invitations, and Ownership

Use Users to control who can access your store, what they can do, and who owns the account. This guide walks you through inviting team members, monitoring invitations, and transferring ownership.

Where to find it

From the left sidebar, go to Users.

Annotated screenshot:

Invite a staff member

1. Click Invite Staff Member (top-right).

2. Enter the teammate’s email address.

3. Choose the permissions they need (e.g., Orders, Products, Analytics, Artwork, Billing, Settings).

4. Click Send Invite.

Tip: Only grant the minimum permissions needed for the role (e.g., Customer Support → Orders access; Designer → Products/Artwork).

Annotated screenshot (overview with Invite button highlighted):
Step — 1:

Step — 2:

Track and manage invitations

Open the Invitations tab to see pending invites, who sent them, when they expire, and quick actions.

What you can do here

• Resend invitation if the user didn’t receive the email.

• Cancel invitation to revoke access before acceptance.

• Review permissions for a pending invite.

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View staff

The Staff tab lists all active team members.

• Use the Search bar to find someone quickly.

• Click into a user (or the actions menu) to adjust permissions or remove access.

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Transfer store ownership

If the business changes hands (or you want a different primary owner), you can transfer ownership.

Important: Transferring ownership moves full account control (including billing and settings) to another user. Make sure the recipient’s email is correct and that you trust the new owner.

Steps

1. Go to the Owner tab.

2. Click Transfer Ownership.

3. Select the recipient and confirm.

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Best practices

• Principle of least privilege: Start with the fewest permissions and add more as needed.

• Rotate access regularly: Remove former staff and contractors promptly.

• Keep ownership stable: Limit ownership changes to legal/structural changes in your business.

• Use work emails: Invite users with a company email to keep access centralized.

Troubleshooting

• The invitee didn’t get the email → Ask them to check spam; use Resend or Copy link from Invitations.

• Invite expired → Cancel the old invite and send a new one.

• Can’t transfer ownership → Ensure the target is an active user and has verified their account.

• Permissions not saving → Refresh the page and try again; confirm you have admin rights.