How to add team members to Orders App?

Markdown

View as Markdown

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

Open Team Members

Open your Orders App and go to Settings > Team. At this page, you'll see your current members and any pending invitations.

Send an invite

On the Team Members page, you can manage all members and invitations. Tap Add member.

Enter your new member's email address or phone number, and tap Send invite. An email invite sends directly. A phone number opens a ready-to-share WhatsApp invite you can send them.

Wait for them to accept

Your invite appears under Invitations as pending. Your new member will have one week to accept the invitation.

Once the invitee accepts, they move up to Members and the invitation shows as accepted.

Edit permissions

To control a member's access, tap the edit icon next to their name to open Edit Permissions.

By default, Full Access is on, which lets them view all order statuses. To give more limited access instead, uncheck Full Access first, then tick only the order statuses you want them to see (New, Pending, Shipped, Delivered, Cancelled). Tap Save when done.

Remove a member

To remove someone, tap the delete icon next to their name.

Note

The team members can manage orders from the dedicated Orders App or via the Orders App dashboard.

Was this article helpful?

Still need help?

Contact us