Creating Accounts for Staff

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.

In this article:

• Creating a new staff login
  • Adding a Partner User Account
• Account levels/roles
• Updating user accounts
• Removing staff accounts
• Editing your user information

Creating a new staff login

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

1. Go to Settings > Accounts
   
   
2. Click Invite Account.
   
   
3. Enter an Email and select an account Role based on the level of access that you want to grant this person. (View a full list of available roles and their descriptions here.)
   * Please make sure that the email address is valid so that the invite email does not bounce.
   
   
4. Click Send Invite.
5. Once the invitation is sent, the user will receive an email prompting them to create an account and set up a password on the Commerce7 login page. (You cannot create a password on behalf of the user for security reasons.)
6. Once they've created a password, they're ready to go and can start working in Commerce7.
   
   

1. • If the user is directed to the login screen without the option to create a password, they can simply click on 'Forgot password' to update or add a password to their account.
   • If your user isn't receiving the email, you can first try removing the new user and re-adding them. If that doesn't work, it's possible that their email address has bounced. Please contact us at support@commerce7.com and we'll work with you to get it resolved. 

Adding a Partner User Account

This role is intended for consultants or partners assisting you in configuring Commerce7.

Adding a Partner Account is unique in that an Admin Owner must first define the specific Partner Domain. This way, the Partner is able to grant access to additional staff in their organization (but not from outside of their organization). 

1. As with any other role, begin with clicking the 'Invite Account' button.
   
2. When an Admin Owner invites the Partner User for the first time, a Partner Domain must be defined. (Why? Once the Partner accepts the invitation, they can then invite additional staff members from their organization. These invitees must have the Partner Domain specified by the Admin Owner in order to join.).
   
   

   

3. Now when that Partner goes to invite others from their staff, they'll be presented with the below popup modal. 
4.  The Partner will enter the Email handle of the invitee.
5. The Partner will confirm that the Email Domain defined by the Admin is correct. If the Partner Domain needs to be changed or edited due to a typo, an Admin Owner must make this change. 
6. They will then Choose a Role and click the Send Invite button.
   

Account levels/roles

Updating user accounts

1. Go to Settings > Accounts.
2. Click on an account
3. If you have Admin Owner level permissions, you'll be able to edit and update a user's account information; however, you will no longer be able to edit the username (email address) for a user's Commerce7 login. If the email has changed, you will want to invite the new email and disable/remove the old email. If you are an Admin Owner, you will not, however, be able to edit your own account permissions.
4. Click Save

Removing staff accounts

1. To remove a staff member, start by clicking on Settings > Accounts.

2. Next, search and click on the account you want to delete. Then, click the Remove User button.

If the account you removed was associated with any orders (as a Sales Associate) it will remain attached to those orders.

Editing your user information

Each user can edit their own personal information such as first name, phone number, etc.

1. Click on the Account icon in upper right and choose My Profile
   
2. Click the Edit link under your Name.
3. Make your edits and click Save Profile button