If you're reading this, it's time to setup additional accounts for your wonderful staff/team!
If you're currently onboarding, your designer and/or data migration specialist will also need access to Commerce7 in order to help you out :)
Note: For improved security, Commerce7 cannot add users on your behalf and Partners (i.e designers, developers etc.) can only add staff from their Company.
To setup a user in Commerce7 click on Settings > Accounts > Send Invite.
If you're not sure what account role to use, here is a list of the 10 account roles and their access levels in Commerce7. You can also see a brief description of account roles when sending an invite from Commerce7.
Note: 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 in Commerce7
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.
This role can do everything EXCEPT access the settings in the admin panel or via the API.
This role can only access the POS. Within the POS, they can do everything and have no account restrictions.
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).
This role can only access Reservations. Within Reservations, they can do everything and have no account restrictions.
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.
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.
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).