WEBVTT

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To invite users to your store, go to the Users menu.

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There you'll see the list of people who are already part of the account,

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along with each one's role.

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Tap the plus button to invite someone new.

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Type the email address of the person you want to invite.

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You can add several emails if you need to invite more than one.

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Below there are two ways to grant access:

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a default role, which applies to the whole account, or roles inside specific branches.

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Let's start with the default role.

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Watch what happens: when you pick a default role,

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the branches section is disabled entirely.

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A global role applies to the whole store,

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so it can't be narrowed down to a single branch.

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The two options are mutually exclusive.

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If instead you want to grant access to one branch only, leave the default role empty.

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Check the branch and expand it with the arrow.

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Now it's the default role that gets disabled,

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and the branch warns you in red that you must pick at least one role inside it.

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If you try to send the invitation without picking any, the app stops you:

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every selected branch needs at least one role assigned.

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So pick the role they'll have inside that branch.

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Note these are branch-specific roles, different from the global ones.

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You can check more than one, and also add other branches,

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each with its own roles.

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Now send the invitation. The person gets an email with the link to join,

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and the same link stays at the top in case you'd rather share it yourself.

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The invitation sets a starting point.

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Once the person has joined, you can widen their access from the three dots on their row,

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under Manage roles and branches.

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In the Branches tab you assign a new branch,

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and expanding it lets you choose the roles they'll have specifically there.

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That way one person can end up with several roles and several branches,

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even if the invitation started with just one.