Manage Team Accounts

  In this article, you'll learn:

• How to create team accounts for individual access.
• How to manage team member accounts.
• Which permissions control access to certain features and actions.
• Common roles and permissions team members need to perform their daily duties.

About Team Accounts

As your shop grows, you will need to hire additional team members to help manage and carry out day-to-day operations. Each of these team members will need their own account with login credentials.

Individual login credentials allow you to keep track of activities happening within your CommentSold account and should be a part of a new team member’s onboarding experience.

How Team Accounts Benefit Your Shop

Create a Team Account

Your shop admin, or any team member with the Manage Team permission, can create and manage team accounts.

We recommend you create a team account while the team member is present to keep individual password information private.

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. 
   • Passwords must be at least six 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.

Manage Team Accounts

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, and permissions sections.
   • Go to User’s Shop Logs. View which actions the team member has taken in CommentSold.
   • Enable 2 Factor Authentication. Add an additional layer of security by requiring email verification when team member signs in.
   • Invalidate Passwords and Sessions. Void a password and automatically log team members out on any devices where they are currently logged in. Ideal when an individual team account's password is compromised and access via that password needs to stop.
   • Copy to New User. Duplicate permissions for a new team account. Ideal to create a new account for a team member who is joining an existing role such as intake or fulfillment.
   • Delete User. Remove a team account from your system. This does not automatically log a team member out but will prevent them from accessing CommentSold in the future.

Available Permissions

Select the below drop-down to view a listing of permissions along with an explanation of the actions and access they permit.

Popular Team Roles and Necessary Permissions

We have gathered some of the most popular team roles below along with a list of recommended permissions. You can choose to make adjustments as needed—these permissions are simply a recommended starting place.