Manage teammates and roles
Add team accounts and understand which workspace areas each role can use.
Before you begin
An Admin or Developer can open Settings > Users. Managers can use Marketing and Analytics, but the Users settings section is not shown to them. Associates can open their own Account and Shortcuts settings.
Manage a user
Open Settings > Users and search by name or email, or filter the directory by role.
Select New user to create an account. Enter the requested identity, role, and location details.
To update an existing user, select them from the directory, change their name, email, role, default location, language, or password, and select Save Changes.
Review the user's schedule section if you manage their shift blueprint. Administrators and Developers can remove another user's account using the confirmation shown in the user details.
Roles shown in the workspace are Admin, Developer, Manager, and Associate. Admin and Developer have the broadest settings access; Manager has access to catalog-related and Marketing settings; Associate has Account and Shortcuts settings. Analytics and Marketing navigation is available to Admin, Developer, and Manager. Some navigation also depends on features being configured, rather than role alone.
If something does not work
A new password must have at least eight characters.
If Users is missing, ask an Admin or Developer rather than assuming your account is broken.
Changes to access or location may alter what a teammate can see. Confirm the intended role and location before saving.