Account & settings
Team & roles
Invite teammates and control what each can do. A person can belong to more than one account (for example an agency across several stores) and switch between them.
Invite a teammate
- Go to Store settings → the Users section.
- Click Invite, enter their email and pick a role.
- They get an invite; accepting adds the account to their login.
Roles
- Owner — full access, including billing. Can grant every role. Only the account owner can hand out Owner/Admin.
- Admin — everything except billing: team, integrations, settings, campaigns, automations, forms, audience.
- Manager — create and send campaigns, automations and forms, and manage the audience. No settings or billing.
- Analyst — read-only access to dashboards and reports.
Need a teammate who can also handle billing? Invite them as Owner — it's Admin plus billing. The account creator can never be demoted or removed.
Switching accounts
If you belong to several accounts you'll pick one at sign-in, and can change it anytime from Switch account in the account menu (bottom-left). Each account shows its store name.