How to Invite a Team Member

At the end of these steps, someone new can sign in to your store’s By the Numbers account with the permissions you chose.

Before You Start

Only the store’s owner can invite team members. When your subscription limits seats, you need a free one. The owner sees how many are used next to Invite Member.

Team Members and Permissions explains what each permission lets someone do.

Steps

1. Open Team, under Settings in the navigation.
2. Choose Invite Member.
3. Enter their Email.
4. Under Access, select the permissions they need. Edit dashboards starts selected. To invite a read-only member, clear every box.
5. Choose Send Invite.

What Happens Next

They get an email with a link to Set Up Your Account. There they enter their name, choose a password and choose Join the Team. Until then their row shows Invited.

If the email address already has a By the Numbers account, no email is sent. That includes someone you removed from your store before. They’re added straight away and can open your store the next time they sign in, so tell them yourself.

If an invitation gets lost, open the row’s menu and choose Resend Invitation. This sends a new link, and the old one stops working. To cancel an invitation, choose Remove from Shop on that row.

To change what someone can do later, select their Access cell, or choose Manage Access… from the row’s menu. Each change saves as you make it. Choose Done to close.

Clearing Export data also switches off any recurring exports that person set up.

Every invitation and permission change is listed in the Audit Log, with who made it and when.