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How to Add an Account

Shop Administrators and Shop Creators have the ability to grant new users access to certain features of the platform and share profits with those users. However, the types of users you create and the profits you have permission to share will depend on your user role. 

For more information about the function of each account type, please review our detailed article on the topic here.

For Shop Adminstrators:

Shop Administrators have the ability to add Shop Administrators, Shop Creators, and Report Viewer and can share Base Commission and any additional Product Markup that’s added when adding these users within the Company Directory.

If a Shop Administrator adds another Shop Administrator to their company directory, both Shop Administrators will have visibility into all shops created within that directory. If you’d like to share base commission between Shop Administrators, newly added Shop Administrators should be added to the Directory-level payable. For information about linking a new user to an existing payable, please review our article on payable creation

If a Shop Administrator adds a Shop Creator to the company directory, the Shop Creator will only have visibility into the shops they create and manage.

When a Shop Administrator adds a Report Viewer to the company directory, that Report Viewer will have access to reporting features for the directory as a whole, as well as each individual shop. If a Report Viewer is added within an individual shop, they will only have visibility into reporting functions for that particular shop. 

Adding an Account:

Click Users in the left navigation menu, then click New User Login in the top right corner of the page.

From the User Creation screen, you will enter the name and email of the person you’re inviting. Next, select the user role you'd like to assign to this user. Please note that the role you select will determine their visibility into shops within your company directory. Shop Administrators can modify the role of any users (except themselves) at any time. 

New User

If you would like to share profit with the user you are creating, click "Enable profit sharing for this user" within the Profit Sharing module on the right side of the screen. 

After saving your changes, we will send an account invitation email to the email address you entered to let them know they’ve been invited to build shops. This email will guide them through the account activation process and connect them with training materials to help them get the most out of the platform.

If you have enabled profit sharing for this user, you will be brought to the Commissions page to create a new payable for that user.

New Payable

As a Shop Administrator, you can choose to share any percentage of your commission with this Payable. This profit-sharing rule will be applied to profits in any shop this user creates or manages. For example, if you are making a 30% commission on sales and you share 50% of that commission with your new Payable, that user will make 15% of the commission on sales in their shops (half of your 30%). 

Payables can be viewed or edited at any time from the Commissions tab in the left navigation menu. 

For Shop Creators:

Shop Creators have the ability to add Report Viewers and non-user Payees to their shops. Shop Creators cannot share base commission, but can share any markup they add to products with their Report Viewers and non-user Payees. 

For information about adding a payable, please review our article on payable creation

Adding an Account:

From within the shop you'd like to add this user to, click Users in the left navigation menu, then click New User Login in the top right corner of the page.

From the Account Creation screen, you will enter the name and email of the person you’re inviting. Their role as Report Viewer will already be selected from the Account Roles section of this page.

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If you would like to share profit with the user you are creating, click "Enable profit sharing for this user" within the Profit Sharing module on the right side of the screen. 

After saving your changes, we will send an account invitation email to the email address you entered to let them know they’ve been invited to view reports related to this shop and providing them their login credentials.

If you have enabled profit sharing for this user, you will be brought to the Commissions page to create a new payable for that user.

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As a Shop Creator, you can share any percentage of your shop's markup with your new user that you'd like. Please note that in order to share Markup with a payable in your shop, you will need to add markup to the items in your shop. 

For more information on adding a non-user Payable, please review our detailed tutorial on Payable Creation