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Invite your team and set roles

Give each person exactly the access their job needs.

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Invite someone

  1. Open your team. In the dashboard sidebar choose Organization → Settings & team, which opens organizations.dashfordevs.com.

  2. Invite a member. Enter their email and pick a role.

  3. They accept. They get an email with a link. After they sign in and accept, they appear in your member list.

Roles

Every organization starts with three roles. You can add your own.

Role Can do
Owner Everything, including Cloud and billing. An organization always keeps at least one Owner.
Admin Manage the organization, members, roles, Cloud and logs.
Member See the organization and its members. Add dashboard areas (below) to let them work.

Permissions

The organization-level permissions are deliberately few, so you can hold them in your head:

Permission Lets a person
org:read See the organization.
org:manage Change settings, theme, security, integrations, custom fields and legal documents.
members:read / members:manage See members / invite, remove and change roles.
roles:manage Create roles and change what they allow.
cloud:access / cloud:manage Open the organization's Cloud / create, change and delete Cloud resources, tokens and billing.
logs:read See what members did, step by step.

On top of these, each dashboard area has View, Edit and Delete permissions: inventory, orders, users (customers), discounts, blog, media, analytics, finance, shipping, tax and more. For example, a packer might get orders.read and orders.write only.

Tip: give people the least they need. It is easy to add a permission later, and a role that can do less can break less.

Next: Turn on two-factor sign-in.

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Something wrong or missing on this page? Email support@dashfordevs.com.