Team & Roles
Invite team members, assign roles, and create custom permissions for your store.
Team management lets you invite people to help run your store — from co-owners and managers to content editors and order fulfillers. Assign built-in roles or create custom ones with granular permissions.
Inviting team members
Go to Team
Click Team in the sidebar to see your current team.
Click Invite Member
Enter the person's email address and select a role.
They accept the invitation
The invitee receives an email with a link to join. Once they accept, they appear in your active members list.
Team members use Workfile ID to sign in. If they already have a Workfile account, they can accept the invitation and access your store immediately.
Built-in roles
| Role | Access level |
|---|---|
| Owner | Full access — billing, settings, team management, all data |
| Admin | Everything except billing and ownership transfer |
| Member | Day-to-day operations — products, orders, content — no settings |
Member statuses
| Status | Meaning |
|---|---|
| Active | Full access based on their role |
| Invited | Invitation sent, waiting for acceptance |
| Suspended | Temporarily blocked from accessing the store |
You can resend invitations, cancel pending invites, suspend active members, or reactivate suspended ones from the team page.
Custom roles
For more granular control, create custom roles from Team → Manage Roles.
Custom roles let you define exactly what a team member can do:
| Permission area | Examples |
|---|---|
| Products | View, create, edit, delete products |
| Orders | View orders, update status, process refunds |
| Content | Manage blog posts, pages, navigation |
| Customers | View customer profiles and order history |
| Services | Manage services, view bookings |
| Settings | Access store settings, domains, payments |
| Team | Invite members, manage roles |
| Media | Upload and manage files |
Create roles like "Content Editor" (blog + pages only), "Order Fulfiller" (orders + shipping only), or "Service Manager" (services + bookings only) to give team members exactly the access they need.
Creating a custom role
Go to Team → Manage Roles
Click Manage Roles to see existing custom roles.
Click New Role
Give the role a name and description (e.g., "Content Editor — Can manage blog posts and pages").
Set permissions
Toggle individual permissions on or off for each area of the dashboard.
Save and assign
Save the role, then assign it to team members from the team page.
Custom roles override the default preset permissions. The number of custom roles you can create depends on your plan — free plans allow 1, higher plans allow more.
Store assignment
In multi-store setups, team members can be assigned to specific stores. A member assigned to "Store A" won't see data from "Store B" unless explicitly granted access.
Managing your team
From the team page, you can:
| Action | Description |
|---|---|
| Filter by role | Show only members with a specific role |
| Search | Find members by name or email |
| Change role | Update a member's role |
| Suspend | Temporarily block access |
| Reactivate | Restore a suspended member's access |
| Remove | Permanently remove from the team |
For more about organization-level team management, see Platform Teams.