How do I add staff members and set their permissions?

How staff member access works

You can invite people to help run your store, for example a customer service agent or a marketing assistant. Each person logs in with their own Storeep account and only sees the areas you allow. The store owner always has full access, and only the owner can delete the store.

Open Settings > Staff members. The Staff members window lists everyone who has joined, with their name, email, and the date they joined.

Inviting a staff member

1. Click Add new staff member.
2. Enter their Email address.
3. Tick the permissions they need (see below). You must choose at least one.
4. Click Add. You see "The staff member has been added successfully, we sent them an invitation by email".

You do not type their name. It comes from their own Storeep account when they join.

Accepting an invitation (for the person invited)

1. Open the invitation email and click Accept invitation.
2. Log in to Storeep with the same email address the invitation was sent to. If you do not have an account yet, create one with that exact email.
3. On your stores list, the invitation shows with Accept and Decline buttons. Click Accept.

The store is then added to your account and you can open it from your store list at any time. See Managing multiple stores. If you log in with a different email, you will not see the invitation.

The permissions

• Statistics: see the statistics.
• Products: see, add, edit, or delete products.
• Orders: see, add, edit, or delete orders.
• Confirmation: call buyers and update the orders handed to them on the Confirmation page, once Confirmation is turned on. See How do I hand new orders to my confirmation team?
• Customers: see, add, edit, or delete customers.
• Reviews: see, add, edit, or delete reviews.
• Apps: see, install, edit, or uninstall apps, including payment and shipping apps.
• Coupons: see, add, edit, or delete coupons.
• Upsells, Cross sells & Downsells: see, add, edit, or delete upsells, cross sells, and downsells.
• Themes: see, install, edit, or uninstall themes.
• Settings: see and edit store settings: markets, shipping, VAT, domains, SEO, billing, webhooks, access tokens, and staff members. A person with this permission can also invite or remove other staff members.

Every staff member sees Settings in the menu, even without this permission. There they can always open their own Account, Security, Logins, and Notifications, and change their dashboard language. The page only shows the store cards their permissions open.

The All permissions box ticks everything at once. It is marked Not recommended: grant only what the role needs, as the warning at the top of the window reminds you. Staff members with Orders or Settings access can edit and delete a lot on your behalf, and permissions stay active until you change them.

Some messages go to staff members based on their permissions: new order alerts go to staff members with Orders, and low stock alerts to staff members with Products. Each person can mute them in Notifications.

Changing permissions

Click a staff member in the list, change the boxes, and click Save. At least one permission must stay ticked. The change applies to their next action in the dashboard.

Removing a staff member

Tick one or more people and choose Delete staff members, or use the trash button on a row. They lose access to your store right away. Their own Storeep account and any other stores they have are not touched, and you can invite them again later. Staff members cannot delete the store: only the owner can, see Deleting a store.

Pending invitations

When invitations are waiting to be accepted, a button above the list shows See the invitation or See all ... invitations. Click it to see each pending email and when it was sent. Invitations do not expire. To cancel one, tick it and choose Delete invitations. You cannot send a second invitation to an email that already has one pending: delete the old one first, then invite again.

Common problems

• "The email address you have entered already exists": that person is already one of your staff members.
• The invited person does not see the invitation: they must log in with the exact email you invited. Check the spelling, or cancel and invite the right address.
• A staff member gets "You do not have permission to perform the operation": they do not have the permission for that area. Add it in their staff member settings.