Assigning and Changing Roles

Member roles can be assigned and changed from the Member Management screen in your business account settings. Only Owners can perform this operation. A single member can be given multiple roles at once (e.g., Store Manager + SNS Manager).

Path to settings: Business Account Menu > Business Account Settings > Member Management (/organizations/{BusinessAccountId}/members)

Inviting a New Member

1. Open Business Account Settings → Member Management from the left menu.
2. Click Invite Member.
3. Enter the email address of the person you want to invite.
4. Select the roles to assign using the checkboxes (multiple selection allowed).
5. Click Send Invitation.
6. The recipient receives an invitation email, and once they accept it, they're added as a member.

Roles You Can Assign

The roles available depend on your plan.

• Free Plan: Owner, Staff
• Starter Plan: The above + Store Manager, POS Manager, Campaign Manager, Accounting
• Growth Plan: The above + SNS Manager
• Enterprise Plan: The above + Product Manager, Inventory Manager

Changing an Existing Member's Role

1. Open Business Account Settings → Member Management.
2. Click Edit on the row of the member you want to change.
3. Toggle the role checkboxes as needed, then click Save.

Removing a Member

1. Open Business Account Settings → Member Management.
2. Click Remove on the row of the member you want to remove.
3. Select Remove in the confirmation dialog.

Notes

• The Free plan has limits on the number of members and Owners you can invite. Exceeding the limit requires a plan upgrade.
• Only Owners can assign or change roles.
• Your business account must always have at least one Owner. The last remaining Owner cannot be removed or demoted.

Related Help

• Role Types and Overview
• Plans and Roles