Manage Team Accounts

CommentSold team accounts let you give each team member their own login credentials and role-specific permissions. Individual accounts help protect sensitive information, track activity by user, and control which features each team member can access.

Only shop admins and team members with the Manage Team permission can create and manage team accounts.

This article covers the following topics:

• Why each team member should have their own account
• How to create a team account
• How to manage an existing team account
• What each team permission allows
• Recommended permissions for common team roles

Why Should Each Team Member Have Their Own Account?

Individual team accounts help you control access and track activity within CommentSold. Using separate accounts allows you to:

How Do I Create a Team Account?

To create a team account, open Team in your CommentSold dashboard, select Add Member, enter the team member's login information, assign the required permissions, and select Add User.

For security, create the team account while the team member is present so they can enter their own password. Avoid sharing or storing another team member's password.

1. Select Team in the side menu of your CommentSold dashboard.
2. Select the Add Member on the right side of the screen.
3. Enter the team member's Name, Email, and Password. 
   • The password must contain at least 10 characters.
4. Select which permissions they will need for their position.
   • If granting all permissions, you can select the All Permissions checkbox at the top of the permissions listing.
5. Once you've granted the necessary permissions, select Add User at the bottom of the page.

How Do I Manage a Team Account?

You can edit, secure, duplicate, or delete a team account from the Team page.

1. Select Team in the side menu of your CommentSold dashboard.
2. Locate the team account you want to manage and select the three dots to the far-right of the account row.
3. Select the action you wish to complete:
   • Edit. Update the team member's name, email address, password, or permissions.
   • Go to User’s Shop Logs. View activity performed by that team member in CommentSold.
   • Enable 2 Factor Authentication. Require email verification when the team member signs in.
   • Invalidate Passwords and Sessions. Immediately invalidate the team member's password and sign them out of devices where they are currently logged in. Use this option if an account password has been compromised.
   • Copy to New User. Create a new team account with the same permissions as an existing team member. This is useful when onboarding someone into an existing role.
   • Delete User. Remove the team account from CommentSold. Deleting the account prevents future access but does not automatically sign the team member out of an existing session.

What Permissions Can I Give a Team Member?

Team permissions control which areas and actions a team member can access in CommentSold. Assign only the permissions required for the team member's role.

What Permissions Should I Give Different Team Roles?

The permissions you assign should match the team member's responsibilities. The following role-based recommendations provide a starting point; adjust them based on your shop's workflow and the features each person needs to access.

FAQs

How do I create a team account in CommentSold?

Go to Team in your CommentSold dashboard, select Add Member, enter the team member's name, email, and password, assign the required permissions, and select Add User.

Who can create or manage team accounts?

A shop admin or a team member with the Manage Team permission can create and manage team accounts.

Should each team member have their own CommentSold login?

Yes. Each team member should have an individual account and login credentials. Individual accounts help you control access, protect sensitive information, and identify which team member performed an action.

How do I change a team member's permissions?

Go to Team, find the team member's account, select the three-dot menu, and select Edit. Update the permissions as needed and save the changes.

How do I remove a team member's access to CommentSold?

Go to Team, select the three-dot menu for the team member's account, and select Delete User. Deleting the account prevents the user from accessing CommentSold in the future.

Does deleting a team account log the user out immediately?

No. Deleting a team account prevents future access but does not automatically log the team member out of an existing session.

How do I immediately log a team member out of CommentSold?

Use Invalidate Passwords and Sessions from the team member's three-dot menu. This invalidates the account password and logs the team member out of devices where they are currently signed in.

How do I copy a team member's permissions to another user?

Go to Team, select the three-dot menu for the existing team member, and select Copy to New User. This creates a new account using the existing user's permissions.

How can I see what actions a team member performed?

Open Team, select the three-dot menu for the team member, and choose Go to User's Shop Logs. This lets you review activity performed by that team member.

What permissions should I give a fulfillment associate?

A fulfillment associate typically needs View Report: Packers Overview, View Waitlist, View Shopping Cart, View Products, Manage Orders, and Manage New Fulfillment. If the associate also handles Dropship Returns, they need Manage Accounting.

What permissions should I give an intake associate?

An intake associate typically needs Manage Products, View Waitlist, and View Inventory Logs to manage incoming inventory.

Can I give a team member all permissions?

Yes. When creating or editing a team account, select the All Permissions checkbox to grant the team member full access to available permissions. Only grant full access when it is appropriate for the team member's responsibilities.