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ProMall
Track 7 — Reports, team and billing

Your team and permissions

Add colleagues with the right role, so everyone can reach exactly what they need and nothing more.

2 min readLesson 3 of 5

Where in the panel?PanelTeamOpen in the panel

In this lesson

  • Add a new colleague
  • Set each member’s role and permissions
  • Pause or remove a member
On this page — 3 sections
  1. Add a colleague
  2. Roles
  3. Managing members

Add a colleague

  1. In Team, press Add member.

  2. Enter your colleague’s details and choose a Role.

    Fine-tune individual permissions if you like; resetting returns them to the role’s defaults.

  3. Press Add to team.

    Your colleague signs in to ProMall as usual, with no invitation link or code, and an account is created if they don’t have one.

Roles

RoleSuits
AdminEverything except deleting the shop.
Inventory managerProducts and stock.
AccountingFinancial reports, accounting and billing.
SupportAnswering customers.
SalesTaking and following up orders.
MarketingDiscount codes, text messages and campaigns.
FulfillmentPreparing and shipping orders.
ViewerLooking only.

Managing members

  • To pause someone, switch off Access to the shop; they stay on the team.
  • To remove someone, press Remove from team and type their name to confirm. Access ends immediately, but their history is kept.
  • Every member, owner included, takes a seat, and the number of seats depends on your plan.

Finished this lesson?

Mark it done to tick it off in the list and keep track of how far you’ve come.

Support

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