Creating Staff Accounts

In order for your staff to access Commerce7, you will need to set them up with a Commerce7 account. To do this, you must have unique email addresses for all staff accessing Commerce7.

It is also important to note that only Admin Owners on your account will be able to add staff accounts.

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. Go to Settings > Accounts

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  2. Click Send Invite

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  3. Choose an account Role
    View a full list of available roles and their descriptions here.
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  4. Click Send Invite

Please make sure the email address you are adding is setup properly to receive email before sending the invite, otherwise the email will bounce.

 


 

Account levels/roles

  • Admin Owner
    This role has no restrictions on the platform. Admin Owners can do everything and see everything. Note: Admin Owners will receive a notification when any accounts are created on their Commerce7 tenant.
  • Admin User
    This role can do everything EXCEPT access the settings in the admin panel or via the API. 
  • POS Standard
    This role can only access the POS. Within the POS, they can do everything and have no account restrictions. 
  • POS Basic
    This role can only access the POS. Within the POS, they can do everything EXCEPT view reports, and create price overrides (they can still discount orders through coupons). 
  • Reservation Standard
    This role can only access Reservations. Within Reservations, they can do everything and have no account restrictions.
  • Reservation Basic
    This role can only access Reservations. Within Reservations, they can do everything EXCEPT view reports and access the settings.
  • Standard (Includes POS and Reservations)
    This role gives you access to both the POS and Reservations. This role can access all functionality in the POS and Reservations. 
  • Basic (Includes POS and Reservations)
    This role gives you access to both the POS and Reservations. This role can access all functionality in the POS and Reservations EXCEPT users in this role can not view reports or access the settings. 
  • 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.
  • Data
    This role has access to everything, and can also set the ID, createdAt, and updatedAt on each record.  This role is great for data migrations.  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).