Team Members
Invite team members to help manage your store with role-based permissions.
Adding Team Members
- Go to Settings > Team Members
- Click Invite Member
- Enter their email address
- Select a role
- Send invitation
Invitation Process
- Team member receives email invitation
- They click the invitation link
- Create account or log in
- Accept invitation
- Access granted based on role
Roles
Pixlpay offers two team member roles:
Full Access
Complete management capabilities:
- View and manage all products
- Process and manage orders
- View and edit customers
- Access all settings
- View analytics and reports
- Manage integrations
INFO
Full Access members have the same capabilities as the store owner, except they cannot delete the store or access billing settings.
Read Only
View-only access for monitoring:
- View dashboard and analytics
- View products (cannot edit)
- View orders (cannot process)
- View customers (cannot edit)
- Cannot access settings
- Cannot make any changes
Ideal for:
- Accountants who need to view reports
- Partners monitoring performance
- Support staff reviewing orders
Permission Comparison
| Permission | Full Access | Read Only |
|---|---|---|
| View Dashboard | Yes | Yes |
| View Analytics | Yes | Yes |
| View Products | Yes | Yes |
| Create/Edit Products | Yes | No |
| View Orders | Yes | Yes |
| Process/Edit Orders | Yes | No |
| Issue Refunds | Yes | No |
| View Customers | Yes | Yes |
| Edit Customers | Yes | No |
| Ban Customers | Yes | No |
| Store Settings | Yes | No |
| Payment Settings | Yes | No |
| View Activity Logs | Yes | Yes |
Managing Team Members
View Team
See all team members:
- Name and email
- Role
- Last active
- Invitation status
Change Role
Update a member's role:
- Click on the team member
- Select new role (Full Access or Read Only)
- Save changes
WARNING
Changing someone from Full Access to Read Only removes their editing capabilities immediately.
Remove Member
Remove a team member:
- Click on the team member
- Click Remove from Team
- Confirm removal
They lose access immediately but their actions remain in activity logs.
Pending Invitations
Manage outstanding invitations:
| Status | Description |
|---|---|
| Pending | Email sent, not yet accepted |
| Expired | Invitation expired (7 days) |
Resend Invitation
If someone didn't receive the invitation:
- Find the pending invitation
- Click Resend
- New email is sent
Cancel Invitation
To revoke an invitation:
- Find the pending invitation
- Click Cancel
- Link is invalidated
Activity Tracking
All team member actions are logged:
- Who made the change
- What was changed
- When it happened
- Before/after values
View in Settings > Activity Logs.
Security Best Practices
Role Assignment
- Give minimum necessary permissions
- Use Read Only for monitoring-only needs
- Review roles regularly
- Remove access when no longer needed
Two-Factor Authentication
- Encourage 2FA for all team members
- Especially important for Full Access roles
- See Two-Factor Authentication
Regular Audits
- Review team member list monthly
- Check activity logs for anomalies
- Verify access levels are appropriate
Multiple Stores
Team members can be invited to multiple stores:
- Different roles per store
- Same login credentials
- Easy store switching
Store Owner
The store owner (creator) has additional capabilities:
- Access to billing and subscription settings
- Ability to delete the store
- Cannot be removed from the team
To transfer store ownership, contact Pixlpay support.
