Team

Account Management

This section allows administrators to manage user accounts within the organization. You can add team members, assign roles, and control access levels.

• Owner: Full system access.

• Supervisor: Can manage users and system settings.

• Designer, Sales, Production, etc.: Role-based permissions tailored to typical jewelry workflows.

Key Features

When you click the “Add Member” button in the team or organization settings, you can invite collaborators to join your workspace.

Steps to Add a Member:

1. Click the "Add Member" button.

2. Enter the email address of the person you want to invite.

3. Add an invitation message.

4. Click "Send Invitation".

The platform will automatically send an invitation to the specified email.

• The invited user must register or log in using that email address in order to accept the invitation.

• Once accepted, they will become part of your organization and will have access based on the role and permissions you assign.

Assign User Roles

Roles can be set during the invitation process or edited later. Each member in your organization is assigned a role, which defines the level of access and control they have within the workspace. Roles are designed to ensure that each user can only perform actions relevant to their responsibilities.

View Active Users

Displays a list with:

• Full name

• Email

• Assigned role

• Edit and delete options