Invite your team

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 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, near the bottom of Settings → Storefront. See Transfer or close your store.

Team size and plan limits

• The owner counts as one of these. On Free, that's you and one other person.
• An open invitation holds a seat until it's accepted, withdrawn or runs out.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 → Plan & badges 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 10 team members. Ultimate raises that to 30." See Plans, limits and fees to compare plans.

Who can manage the team

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.