Manage staff account

Adding a new staff account to your store is simple and easy.  When adding staff accounts you can alter the permissions individually. This allows you to limit what parts of your store staff can access.

When adding new staff accounts to your store, we recommend creating one staff login per staff vs multiple staff sharing one login. This helps with security and allows more accountability if something is done incorrectly in the system. However, how many staff accounts you can add will be limited by the pricing plan your store is on.

Your staff members can be granted access to most of the features or limited to only a certain aspect of your store.

For more use cases and how to manage your staff permissions, please visit Example use cases for giving staff permission.

Please refer to this article to learn more about managing your staff permissions.

Managing staff permissions

To begin managing your staff:

1. Head over to your Shoplazza Admin > Settings > Staff > and click on the Add staff button located on the top right corner of your window.

Note

Only assigned staff members & store owners are given permission to manage the staff section.

The number of staff members you can assign to a store depends on your payment plan.

2. Click the check boxes for permissions you want to give to staff members. Select all to give all permissions and Deselect all to add permissions manually.

3. Utilize the Remark section to leave a note for yourself.

4. Refer to the Staff info section, fill in all required fields and click Send invite on the top right.

5. Once you've completed the setup, you will then be redirected back to the main staff page where you can see the staff member added to your store.

Once completed, your invited staff member will receive an email in their inbox prompting them to create an account.

Note

Staff members will have their set of login credentials to access the store independently. Please have them check their junk or spam folders if they haven't received an email.

Edit staff permissions

You need to be the store owner or have edit permission to edit other staff members' permissions. Or your staff account should have full access to the store admin. Which permissions you can edit for other staff members depends on which permissions you have. You might not be able to edit staff permissions in some cases. 

  1. From your Shoplazza admin, go to Settings > Staff.
  2. Click the button next to the staff member's name.
  3. Do any of the following:
  • Select the permissions that you want to give to the staff member.
  • Clear the permissions that you want to remove.
  • To give the staff member all available permissions, select Select all.
  1. Click Save.

Updating staff details

You can always make changes to your staff account details. The account of the invited staff can not be changed.

  1. From your Shoplazza admin, go to Settings > Staff.
  2. Change the staff name.
  3. Change Other way of contact.
  4. Click Save.
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