Invite Your Team

In this article

In this article we'll discuss how to invite and manage your team in the my.shelfplanner app. You can have up to 3 active users working in the program.

Invite Team Members

To invite a new team member, press the 'Invite Member' button on top of the table:

A pop up appears where you can enter the team members Display Name, email address and user Role:

After saving the data, the new user will receive a mail to activate their account. The store owner will be able to see the status for the invitations in the table:

Invitation Email

When the Store Owner has created a new user, an invitation mail is sent at the same time to the new team member. 

In the activation mail, the user can chose to accept or Refuse the invitation. By accepting the account is activated and the new team member will automatically be guided to the login pages of my.shelfplanner. 

Accept Invitation

When the new user accepts the invitation, the account will be activated and a temporary password will be generated:

Temporary Password

After you have activated your account, a mail with User Name and Password is sent:

Password Settings

Make sure to update your password after your first login. Every user can do this under the 'My Account' section:

User Roles

Under the Team Management tab in the My Account section of the app, you can add and manage your team members. 

We differentiate between 2 roles in the program: 

• Store Manager
• Merchant

By default, you can have a total of 3 team members active. Only store owners or Admin users can invite and remove team members. 

Store Manager

To set up a Store Manager, select the 'Manager' role when creating a new user:

The Store Manager role can invite team members, change store settings and has access to the billing section. 

Merchant

Merchants have access to all features in the app, including extensions and add-ons, but cannot invite new member, or edit user data for other team members. 

Merchants also do not have access to the billing sections of the program.

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