How to add team members to Orders App?

Orders App lets you add team members so your whole team can manage orders, without sharing your main account.

Open Team

Open Orders App and tap the Settings tab (the gear icon at the bottom). Under General, tap Team.

Here you'll see everyone who has access to your store. You're listed at the top as the Owner.

Invite a member

Tap Invite a member.

Enter your new member's email address or phone number.

Choose what they can access

Under Access, choose what your new member can do before you send the invite.

Tap Orders they can see to choose which orders they can see, by status (New, Pending, Shipped, Delivered and Cancelled). All orders are selected by default.

Tap What they can see to turn each type of detail on or off. Everything is on by default.

Here's what each option means:

Create orders lets them add orders by hand or from a pasted message. It's on by default. Turn it off if you don't want them to create orders.

When you're done, tap Send. Once they accept the invite, they will appear in your Team list.

Change a member's access

To change a member's access later, tap their name in the Team list. You'll see the same options here, and you can change them anytime.

Remove a member

To remove someone, tap their name in the Team list, then tap Remove from store at the bottom.

Note

Team members can manage orders from the Orders App mobile app or from the web dashboard.