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
• 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 Send Invite
   
   
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. The user will receive an email where they'll be brought to the Commerce7 login where they can create an account / password. (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 your user is being brought to the login screen and there is no option to create a password, they can click "Forgot password" to update/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. 

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, create Price, Tax or Shipping overrides, override Inventory Location or perform Refunds/Exchanges. 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, access the Settings, create Price overrides or perform Refunds/Exchanges.
• 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 cannot view reports, access the settings or perform Refunds/Exchanges.
• Partner
  This role has no restrictions on the platform except they cannot invite/create a new account for someone with a different email domain than theirs. (ie. They can invite someone from within their company.)
  This role should be for consultants or partners assisting you in configuring Commerce7. If a partner only needs to access your data, have them create an App with limited permissions instead so that they aren't gaining access to information that they don't need.
• 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).
  This role does not have access to Apps & Extensions on the platform. 

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