Invite team members and set roles

As your business grows, you will want help. Inviting team members lets you give other people access without sharing your login, and you can control what each person can do.

Send an invite

1. 1

   Open Team

   Click your avatar in the top right of your dashboard, then Team. Click Invite team member to open the invite page.

2. 2

   Enter their name and email

   Type the team member's name and the email address you want the invite sent to. Both are required.

3. 3

   Pick a role

   Choose one of Manager, Staff, or Check-in. Each card shows exactly what that role can and cannot do, so you can match the access to the job.

4. 4

   Add a custom message (optional)

   You can include a short personal note that goes out with the invite email — handy for a heads-up to a new colleague.

5. 5

   Send the invite

   Once you submit, the invite goes out by email. After the recipient accepts, they appear in your Team list — you can change their role or remove them at any time.

The roles we offer

• Owner — that's you. Full access including plan, billing, and store settings (not selectable from the invite page)
• Manager — manages orders and refunds, products and inventory, customers, analytics, and team members; cannot access billing or store settings
• Staff — views orders and customer information and can update order status; cannot process refunds, edit products, or change settings
• Check-in — limited to scanning and checking in event tickets via the dedicated check-in interface; no access to orders, products, customers, settings, or billing