Invite your team

First version

+ This guide is for store owners and admins. It covers inviting people to your store's team, what they see when you invite them, changing someone's role, removing people and leaving a store.
   
+ ## Before you start
+  
+ - You need to be the store's owner or an admin. Staff can't open the Team page.
+ - The person you invite needs an Enviglo account. You invite them by their Enviglo username. If they don't have one yet, send them [Create an account and sign in](/wiki/create-an-account).
+ - Your plan needs a free seat. See [Team size and plan limits](#team-size-and-plan-limits) below.
+  
+ ## Invite someone
+  
+ 1. In your store's dashboard, open **Settings** → **Team**.
+ 2. Go to **Invite someone**.
+ 3. Type their **Enviglo username**. You can include the `@` or leave it out.
+ 4. Choose a **Role**: **Staff** or **Admin**. Only the owner can invite admins.
+ 5. For staff, choose what they can do:
+    - Tick areas under **Staff permissions**. **Licenses** is ticked to start with. If you untick everything, they still join with **Licenses**.
+    - On Pro and Ultimate, if your store has custom roles, an **Access** dropdown appears. Pick a role to put them straight onto it, or keep **Tick permissions for them**.
+ 6. Select **Send invite**.
+  
+ Enviglo confirms the invitation and gives them 7 days to accept. Nobody joins your team until they accept.
+  
+ To learn what admins and staff can do, and how custom roles work, see [Roles and permissions](/wiki/roles-and-permissions).
+  
+ ## What the person you invite sees
+  
+ - They get a notification on Enviglo and an email. It names your store, who invited them, the role they'd have and the date the invitation runs out.
+ - The invitation appears at the top of **Your stores** on their [dashboard](/dashboard), with what they'd be able to do. They choose **Join the team** or **Decline**.
+ - Joining takes them straight to your store's dashboard.
+  
+ Owners and admins get a notification when someone joins or declines, unless they've turned off **The team** under **Notifications** in their [account settings](/settings).
+  
+ ## Manage open invitations
+  
+ Open invitations are listed under **Invitations** on the Team page, with who sent them and when they run out.
+  
+ - **Resend** sends the invitation again and gives it another week. You can resend an hour after the last send. Until then the button reads **Sent just now**.
+ - **Withdraw** cancels an invitation so it can't be accepted. You can invite the person again later.
+ - Once an invitation has run out, the button reads **Remove** and just clears it from the list. You can also **Resend** it, as long as you have a free seat.
+ - Only the owner can resend or withdraw an admin's invitation.
+  
+ ## Change someone's role or access
+  
+ ### Switch between admin and staff
+  
+ Only the owner can do this. Under **Members**, use the dropdown on the person's row to pick **Admin** or **Staff**.
+  
+ - An admin holds every permission in the store.
+ - Moving someone to staff starts their access again: they go back to **Licenses** only, and come off any custom role.
+  
+ They get a notification telling them their new role.
+  
+ ### Change what a staff member can do
+  
+ Owners and admins can do this. On a staff member's row, select the button showing what they can do now. It shows their custom role's name, the areas ticked for them, or **No permissions**.
+  
+ 1. Tick or untick areas. If your store has custom roles, you can pick one under **Access** instead.
+ 2. Select **Save**.
+  
+ The person is told what changed. [Roles and permissions](/wiki/roles-and-permissions) explains every area and role.
+  
+ ## Remove someone
+  
+ - The owner can remove admins and staff.
+ - Admins can remove staff, but not other admins.
+ - Nobody can remove the owner.
+  
+ To remove someone, select the remove button at the end of their row, then **Remove member**. They lose access to the dashboard straight away and get a notification. You can invite them again later.
+  
+ ## Leave a store
+  
+ - **Admins:** open **Settings** → **Team**, select **Leave** on your own row, then **Leave store**. An owner or admin can invite you back.
+ - **Staff:** you can't open the Team page, so ask an owner or admin to remove you.
+ - **The owner** can't leave. Hand the store to someone on the team first. Owners can do this under **Transfer ownership** on the Team page. See [Transfer or close your store](/wiki/transfer-or-close-your-store).
+  
+ ## Team size and plan limits
+  
+ | Plan | Team members |
+ | --- | --- |
+ | Free | 1 |
+ | Pro | 5 |
+ | Ultimate | 20 |
+  
+ - The owner counts as one of these. On Free, the team is just the owner.
+ - An open invitation holds a seat until it's accepted, withdrawn or runs out.
+ - Stores that came over from myPod keep the team they arrived with, whatever their plan.
+ - **Settings** → **Selling** shows how many team members you have against your plan.
+  
+ When there's no free seat, sending an invite shows a message like "Your plan covers 5 team members. Ultimate raises that to 20." See [Plans, limits and fees](/wiki/plans-and-fees) to compare plans.
+  
+ ## Who can manage the team
+  
+ | Task | Owner | Admin |
+ | --- | --- | --- |
+ | Invite staff | Yes | Yes |
+ | Invite admins | Yes | No |
+ | Switch someone between admin and staff | Yes | No |
+ | Change a staff member's permissions or role | Yes | Yes |
+ | Remove staff | Yes | Yes |
+ | Remove admins | Yes | No |
+ | Resend or withdraw a staff invitation | Yes | Yes |
+ | Resend or withdraw an admin invitation | Yes | No |
+ | Transfer ownership | Yes | No |
+  
+ ## Troubleshooting
+  
+ - **"No Enviglo user with that username."** Check the spelling. The person needs an Enviglo account before you can invite them.
+ - **"Only the owner can invite admins."** Ask the owner to send it, or invite them as staff.
+ - **"Your plan covers 1 team member. Pro raises that to 5."** On Free, the owner fills the only seat, so you need Pro or Ultimate to add anyone. On a paid plan, remove someone or withdraw an open invitation to free a seat.
+ - **"It went out less than an hour ago. Give them a little time."** You can resend an invitation an hour after the last send.
+ - **The person sees "That invitation has run out. Ask the store to send it again."** Select **Resend** on their invitation.
+ - **The person is told your team is full when they accept.** This can happen if your plan changed while the invitation was open. Free a seat, then ask them to try again.