Team and roles

Inviting members to your store, the four roles and what each can do, changing roles, removing members, and your plan’s team limit.

Updated for beta1.3.6

You do not have to run your store alone. On the Team page you invite people to work with you and give each of them a role that decides what they see and what they can change.

The Team page with the Invite Member button and the list of members and their roles — The **Team** page.
**Invite Member**: opens the invitation form.
Each member: name and email, and who invited them.
Membership status: active or invited.
The role: a list you change the member’s role from.
The remove button.

Inviting a member

Press Invite Member at the top of the page.
In the Invite a Team Member window, type the person’s Email Address and choose the Role. The role chosen by default is Editor.
Press Send Invite. You see Member invited successfully. and the member appears in the list.

The person does not need a The Stock account already:

If the email…	What happens
Has no account	An account is created automatically, and they get an email with a link to set their password and sign in.
Has an account	They are added to your store and get an email telling them so, with a sign-in link.
Is already on your team	The invitation is refused, because they are already there.

The member signs in to the dashboard with email, password and a verification code, just like you. If they belong to more than one store, they choose the workspace after signing in. See First sign-in to your dashboard.

If the invitation email is delayed, the member is still on your team. They can sign in using Forgot password? on the sign-in page.

The four roles

Role	In short
Owner	Everything, and the only one who manages the subscription and billing.
Admin	Everything except the subscription and billing.
Editor	Edits the store’s pages, menus and media library, sends notifications, and sees the rest without editing.
Viewer	Sees most pages without editing anything.
Customer service	Reads and replies to the store’s tickets only: no settings, team or statistics. See The tickets app.

What each role can do

Area	Owner	Admin	Editor	Viewer
Tenant Dashboard	View	View	View	View
Tenant Settings	Edit	Edit	View	View
Pages, menus and banners	Edit and publish	Edit and publish	Edit and submit for review	View
Theme, section order and branding	Edit and publish	Edit and publish	View	View
Team	Manage	Manage (except anything about the owner)	View	View
Categories and Tenant Products	Manage	Manage	No	No
Uploading and reviewing content	Yes	Yes	No	No
Packages	Manage	Manage	No	No
Media Library	Manage	Manage	Manage	View
Storage Statement	View	View	View	View
Account Statement	View	View	No	No
Subscription	Manage	No	No	No
Domains	Manage	Manage	View	View
Review Spaces	Manage	Manage	View	View
Review Assets	Manage	Manage	Upload and comment	View
Email Templates	Edit	Edit	View	View
Notifications	Manage	Manage	View and send	View
Audit Log	View	View	No	No

"No" means the page does not appear in that role’s menu at all.

Changing a member’s role

Owners and admins see a role list next to each member. Choose the new role; it saves straight away and you see Role updated.

Who changes it	Roles they can give
Owner	Owner, Admin, Editor, Viewer
Admin	Admin, Editor, Viewer. An admin cannot change the owner’s role.

Handing over ownership

A store can have more than one owner. If you are the only owner, you cannot change your own role. Make another member owner first, then change your role.

Removing a member

Press the remove button next to the member. Removal happens straight away, with no confirmation, and you see Member removed. The member loses access to your store, but their The Stock account stays.

The owner cannot be removed, so there is no remove button next to them.

Your plan’s team limit

Each plan sets a maximum number of team members. The count includes the owner and invitations that have not been accepted yet.

Depends on your plan

When you reach the limit, a new invitation is refused and a Plan limit reached notice appears. Existing members are not affected. Remove a member you no longer need, or upgrade from the Subscription page. See Choosing a plan.

I invited someone and the email did not arrive.

Ask them to check their spam folder. If it is not there, they can open the sign-in page and use Forgot password? with the same email.

A member cannot see a page they need.

Their role does not allow it. Check the table above and change their role if needed.

Can an admin upgrade the plan?

No. The subscription and billing are for the owner only.