CopeCart's team management capability is a dynamic tool that lets vendors allocate distinct roles and permissions to their team members. This adaptability streamlines task distribution, enhancing the overall efficiency and control of the vendor's account. With this feature, managing your account becomes more structured and effective, elevating your team's performance to new heights.
Why team management?
CopeCart provides vendors with tailored solutions that cater to the unique needs of each team member. This feature enables precise control over who has access to specific functions and data, safeguarding the security and integrity of the vendor's account. With this personalized approach, vendors can ensure each team member has the right tools and information for their role, maintaining a secure and efficient workflow.
How does it work?
You can find the team management in your dashboard:
Creating a new user role
When you open Team Management in your account, you will already see three predefined roles (Support, Sales, and Finance Manager). You can rename, customize, and, of course, remove these roles as you wish. CopeCart allows you to create up to 20 roles.
You can keep track of the number of roles you have created using a tracker in the top right-hand corner. You can create up to 20 roles.
You can start by creating a new user role. You decide what to call it and which accesses are activated. You have the freedom to customize, rename, or, of course, delete the roles as required.
Customize permissions
After you have created a new role, you can define which specific permissions this role may have in your account.
Manage means that the role can make changes or edits.
View only means that the role can only view the data but cannot edit anything.
No access means that the role cannot view or edit any data.
You can also adjust these settings at any time by going to the role and clicking on Edit:
Inviting team members
You now have the option of inviting team members.
You cannot use an e-mail address that is already used for a verified CopeCart account. If an email address is in use, the individual will need to provide an alternative one for their team membership.
This policy helps guarantee that payouts are directed only to verified accounts and aids in maintaining a transparent separation of financial transactions. Nevertheless, if a team member has recently set up a new account, they are welcome to use that email address for their team role.
Navigate to the "Team management" section.
Click on "Add member" and enter the required information.
Select the role for the new team member.
Click on "Send invitation."
Your team members are displayed in a clear overview. You can also adjust the assigned roles for each team member at any time, as required.
Once you have sent the invitation and the user has confirmed it, your new team member has been successfully added.
In summary
CopeCart's team management feature not only allows for effortless task distribution but also targeted control of access rights for each team member. With the flexibility to create individual user roles and a clear overview of team members, managing your vendor account becomes a smooth process.
Take advantage of the freedom to customize roles, invite team members, and optimize your workflows.
If you have any questions, please reach out to our CopeCart US Support team at help@copecart.com