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SellOrchard
Settings & staff

Staff accounts and permissions

Invite someone by email as Admin (everything except billing and handing over the store) or Staff (tick the areas they can work on; everyone can see Home). Manage members with Edit access, Hand over…

Updated

Invite someone by email as Admin (everything except billing and handing over the store) or Staff (tick the areas they can work on; everyone can see Home). Manage members with Edit access, Hand over ownership (owner → an admin), Remove from team, Leave this store; cancel pending invitations. Require two-step login for everyone. Staff seats depend on the plan (trial: 1). Collaborators (partner agencies) are listed on the same page — see "Partners and collaborators"; they don't use seats.

Staff permissions

Roles: Owner (everything, including Plan & billing and handing over the store), Admin (everything except billing and ownership), Staff (only ticked areas). Areas:

  • Orders — orders, payments, shipping/tracking, returns, subscriptions, purchase orders to suppliers; also sees abandoned carts and gift cards.
  • Products — products, categories, brands, option sets, inventory, filters, import, digital files and license keys, reviews and review settings, suppliers and print on demand.
  • Customers — customers, groups, wholesale applications, loyalty and referrals, newsletter subscribers; also abandoned carts, gift cards, reviews, SMS message log.
  • Discounts — discount codes and automatic discounts.
  • Storefront — theme, header & footer, templates, popups, forms, pages and builder, menus, blog, SEO (audit, redirects, 404s, AI writer).
  • Media — media library.
  • Settings — the settings tabs (store details, checkout, payments, shipping, taxes, domains, AI & brand voice, etc.), SEO settings, loyalty settings (with Customers).
  • Reports & analytics — reports and CSV exports.
  • Bookings & appointments — bookings calendar and list, manual bookings, resources and their hours; reads Settings -> Bookings.
  • Marketing & email — campaigns, automations, segments, contacts, SMS message log; can view Sales channels (feeds and diagnostics).
  • Developers — Settings → Developers: API keys, webhooks and the API log (Settings staff can use it too).
  • Apps — the App Store: installing, opening and uninstalling apps, accepting new app permissions, reviewing apps (Settings staff can use it too).

Team management (Activity, changing staff) is for owners and admins. If someone can't see a page, the owner or an admin should tick the right area in Settings → Staff → Edit access.

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