Step 1: Go to your Shopflo Dashboard and open Settings.
Step 2: Select Members and roles.
Step 3: Click Invite to add a new member.
Step 4: Select Invite a new shopflo dashboard user to add a new user.
Step 5: In the Role field, view the list of available roles and enter the email address of the person you want to invite.
Create custom roles to invite users to specific teams - like Sales or Finance. For example, you can invite the Marketing team with a role that grants access only to the Reports and Analytics tabs.
How to create roles?
How to create roles?
Click on create roles and define the role name
Enter the permission name and select the permissions you want to give and Save.
Step 6: Assign the role to your new member.
Step 7: Click Invite to send the invitation.
