Team Management
Add team members with role-based access control.
Roles & Permissions
Each team member has one role per business. The role decides what they can see and do inside that business, orders, conversations, products, settings, billing, and so on. The list below covers every role available today.
Roles you can assign
| Role | Best for | What they can do |
|---|---|---|
| OWNER | Business founder / account holder | Full control of the business: settings, billing, team, and every feature below. Cannot be removed and is the only role that can transfer ownership or delete the business. |
| ADMIN | Co-administrator / second-in-command | Everything a Manager can do, plus edit business settings (general & AI) and configure the AI Agent. Can view the team. Cannot manage billing, add or remove team members, or transfer / delete the business. |
| MANAGER | Day-to-day team leader | Manage products, offers, templates, scheduled tasks, conversations, orders, analytics, and support. Cannot change business-level settings, billing, or the team list. |
| ORDER_PROCESSOR | Customer-service / sales agent | Handle conversations, work on orders, and reply to support tickets. Read-only access to products, templates, and scheduled tasks. No access to settings or analytics. |
| ASSEMBLER | Warehouse / packaging staff | See the order list and update order status (e.g. packed, ready to ship). No access to conversations, products, customers, or any setting. |
What each role can access
| Area | OWNER | ADMIN | MANAGER | ORDER_PROCESSOR | ASSEMBLER |
|---|---|---|---|---|---|
| Dashboard overview | ✓ | ✓ | ✓ | ✓ | . |
| Business settings (general & AI) | ✓ | ✓ | . | . | . |
| Billing & subscription | ✓ | . | . | . | . |
| Team members & invitations | ✓ | view | . | . | . |
| Delete business / transfer ownership | ✓ | . | . | . | . |
| Products, offers, bundles | ✓ | ✓ | ✓ | view | . |
| Message templates | ✓ | ✓ | ✓ | view | . |
| Scheduled tasks | ✓ | ✓ | ✓ | view | . |
| Conversations (read & reply) | ✓ | ✓ | ✓ | ✓ | . |
| Orders, view | ✓ | ✓ | ✓ | ✓ | ✓ |
| Orders, update status | ✓ | ✓ | ✓ | ✓ | ✓ |
| Orders, edit, cancel, refund | ✓ | ✓ | ✓ | ✓ | . |
| Orders, permanent delete | ✓ | ✓ | . | . | . |
| Retargeting campaigns | ✓ | ✓ | ✓ | . | . |
| Support tickets | ✓ | ✓ | ✓ | ✓ | . |
| Uploads & media library | ✓ | ✓ | ✓ | . | . |
| Notifications (your own) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Analytics & reports | ✓ | ✓ | ✓ | . | . |
Roles apply per business. The same person can hold different roles in different businesses. Members only ever see data that belongs to the businesses they were explicitly invited to.
Adding Team Members
- Go to Settings → Team & roles.
- Enter email and select role.
- Click Add Member.
- Member receives an invitation.
Your plan sets how many seats are included. On plans that allow it you can add extra seats for a monthly fee each; see Billing & Plans for the rates.
Order Routing
Distribute incoming draft orders among your team automatically.
- In Settings → Team & roles, assign each member a percentage of incoming orders (total must not exceed 100%).
- New draft orders are assigned according to those percentages; unallocated share stays unassigned.
- Reassigning an order also moves its conversation, sibling orders, and support tickets to the same member.
- Only the OWNER and ADMIN can view or edit routing rules.
Team Performance
Reports → Team Performance shows each member's confirmed orders, confirmation rate and time, resolved tickets, revenue contribution, live workload and activity log, with a leaderboard.
- Owners, admins and managers always see everything.
- You choose what everyone else sees: nothing, only their own stats, or their own stats plus team totals.
- You can also share the leaderboard (names, roles and the ranked number only) and money figures.
Still need help?
Our team replies within one business day. Tell us what you're stuck on and we'll guide you through it.