How to invite team members and manage roles

Let your staff help run the shop. You invite each person by email into a role, and the role decides which parts of the dashboard they can see and change. You can use the ready-made roles or create your own.

Before you start

You need to be the store owner, or have a role that can manage roles (such as Super Admin).
Your plan must include team members. The number you can add depends on your plan.
You need the email address of each person. Invites go by email only.

The ready-made roles

Super Admin: full access to everything.
Admin: full access, except team, roles and billing.
Manager: orders, products, customers, Messenger, posts, campaigns, media, connections and feedback. Can view (not edit) the website, settings, automations and the dashboard.

These are marked System. You can't rename them or change their permissions, but you can add members to them.

Invite a team member

Click your name at the bottom of the left menu, then Settings.
Open the Team & Roles tab.
In Role List, click the role you want to give, for example Manager.
In Role List (1), click the role you want to give, for example Manager (2).
Open the Manage Members tab.
Under Add member by email, type their email (for example user@example.com).
Click Send Invite. You'll see "Invitation sent to …". The invite shows as Pending until they accept.
Type the email (1), click Send Invite (2); the invite waits under Pending Invites (3).

What your team member does

They open the invite link in their email.
If they're new to EcomUp, they type their first name, last name and a password, then click Create Account. Then they click Go to Login and sign in.
If they already have an EcomUp account, they sign in and click Accept Invite & Join.
Your store now appears in their organization switcher at the top of the dashboard.

Create your own role

In Team & Roles, click Create Role.
Type a Name (for example "Marketing Lead") and a Slug (a short ID such as "marketing-lead"). Add a Description if you like.
Click Create.
Select the new role, open the Permissions tab, switch on what this role may do, and click Save Permissions.
Open Manage Members and invite people as above.

Remove someone or cancel an invite

To cancel a pending invite, click the cancel icon next to it (Cancel invite).
To remove a member, click the remove icon next to their name (Remove from role), then Remove.
To delete a custom role, select it and click Delete, then Delete Role.

Tips

Invite links expire after 7 days. If someone missed it, cancel and send a new one.
Each person can hold one role per store. To change it, remove them from the old role first, then invite them to the new one.
Team members don't see brand setup or the business phone prompt. Those are for the owner only.
You can only give access you have yourself. Only the owner or a Super Admin can manage the Super Admin role.

Troubleshooting

“Your current plan does not support team members. Please upgrade to a paid plan.”

Your plan has no team seats. Upgrade in Settings → Billing & Plan.

“Your plan allows up to 3 team members. Please upgrade to add more.”

You've used all your seats (the number shows your plan's limit). Remove someone you no longer need, or upgrade.

“An invite is already pending for this email”

You already invited this person to this role. Ask them to check their inbox and spam folder, or cancel the old invite and send again.

“This user already has a role in this organization. Remove them from their current role first.”

They're already on your team. Remove them from their current role, then invite them into the new one.

“This invite has expired” or “This invite has already been used”

Send a fresh invite from Manage Members.

“An account with this email already exists. Please log in and accept the invite from there.”

Your teammate already has an EcomUp account. They should sign in first, then open the invite link again.

“System roles cannot be modified”

Built-in roles are fixed. Create a custom role instead.