Back to the help center
How do I invite an administrator?
Short answer: The Invite button opens a window: enter the email address, tick the roles to grant, then Send invitation.
Steps
- Open Admins, then click Invite at the top right.
- Enter the person's Email address. If they are already one of your contacts, their name is suggested as you type: pick it.
- Tick the roles to grant them. With no box ticked, the person gets the basic functions: contacts, tags and orders.
- Click Send invitation.
You'll know it worked when: The person appears in the list with the Pending status, and a message confirms “Invitation sent to …”.
Ticking Owner ticks and locks the other roles: an owner already has access to everything.
What happens next
The person receives an email and stays Pending until they open the link. You can already set their roles in the meantime: they apply from their first sign-in.