Staff are people who help you run your brand, like a support person or a bookkeeper. Each person gets their own sign-in to your brand admin. Their role decides what they can see and change. Staff accounts with roles come with every plan (Plans and prices), and replies your own team sends to customers are free.
Before you start
- Use an email address that is not already a customer of your brand. Staff and customers need separate sign-ins.
- Choose a role. See What each staff role can do.
- To invite people in the brand admin, your own role needs See staff, invites and roles and Invite, change roles, remove staff. You can also invite from your Owner Account, under Staff access.
Steps
- Sign in to your brand admin. See Open your brand admin.
- In the menu, open System → Staff & roles.
- Click Invite staff.
- Type their Email. Name is optional.
- Under Role, choose a role. Support is picked for you at the start.
- Click Send invite.
What happens next
They get an email with an Accept invite button. The link works for 7 days. Until they accept, the invite shows under Pending invites with the role and the days left.
- Resend sends a fresh link. The earlier link stops working, and the 7 days start again.
- Revoke cancels the invite. The link stops working. You can invite them again later.
When they accept, they choose their own password and are signed in. You can send them Accept a staff invitation.
Common problems
It says the email is a customer of my brand
Staff and customers need separate sign-ins. Use a different email for staff access, for example a work address.
It says an invite to this email is already waiting
Find the email under Pending invites and click Resend.
A role is greyed out in the list
You can only give a role whose permissions your own role includes. Ask an Admin, or invite from your Owner Account → Staff access, where you can give any role.
The invite says Expired
Click Resend next to it. The new link works for 7 days.