Creating Accounts for Designers, Developers or Data Partners

In order for your designer or partner developer to access Commerce7, you will need to set them up with a Commerce7 account. For improved security, Commerce7 cannot add accounts on your behalf and Partners (i.e designers, developers etc.) can only add staff from their own Company.

  1. First, your account must have Admin Owner permissions to add a user. If you do, go to Settings and click on the Accounts block.
  2. Click Send Invite at the top right
  3. After entering in the user's email, you will want to choose the role called Partner or Data.
    1. Partner: This role has no restrictions on the platform except adding accounts from an alternate domain. This role should be for consultants or partners assisting you in configuring Commerce7. If a partner just needs to access your data have them setup an App with limited permissions.
    2. Data: This role has access to everything, and can also set the ID, createdAt, and updatedAt on each record.  This role is needed for developers migrating your data to Commerce7.When using this role, no email will be triggered to the customer.  (For example adding a club membership will not trigger a club membership confirmation).

For questions related to what role your partner should have, contact or reach out to the partner that you are working with.