Adding a team member to your Eshopbox workspace
In your Eshopbox workspace, you can add team members and customize their user permissions.
In this article, you will learn how to add a team member and define their permissions.
To add a team member to your Eshopbox workspace, you need to follow the below-given steps:
Step 1: From the header, click on Settings.
Step 2: You will be redirected to the Settings page. Click on Team.
Step 3: You will be redirected to the Team Settings page.
Step 4: From the top pane, click on Add member. You will be redirected to the Add member page.
Step 5: Provide the email address of the team member you want to add.
Note: This field is mandatory and non-editable. Also, please make sure that this is an active email ID.
Step 6: Select the modules for which you want to assign permissions to the user by turning the toggle ON. You can also enable or disable all the permissions for any user.
Depending on the role, you can set various permissions for a user.
You can set permissions for a team member to view and manage the following modules:
All orders: Access to create, view and track all orders created on your workspace for all the added locations.
All removals: Access to view, schedule and export removals created on your workspace for all the added locations.
All products: Access to create, view, and edit products and manage product availability on your workspace for all the added locations.
Apps: Access to view and manage all the sales channels integrated to your Eshopbox workspace.
All consignments: Access to create, view, schedule and export consignments on your workspace for all the added locations.
Reports: Access to view and export all reports present on your workspace.
Payments: Access to manage payments.
All B2B orders: Access to create, view, schedule and export all B2B orders on your workspace for all the added locations.
You can set permissions for a team member to manage the following settings:
Team: Access to view, create and edit team members and their permissions.
Note: A team member can provide access to other team members only to the permissions that they have access to.
Locations: Access to view, edit and add locations.
Account and brand: Access to view and edit settings for your account and brand.
Customer Portal: Access to view and edit the customer portal settings.
Inventory settings: Access to manage your inventory settings like serial number scan and batch tracking.
Custom fields: Access to view, create and edit custom fields for the products created on your workspace.
Risk score: Access to enable or disable the risk score feature for your workspace.
Payment settings: Access to manage fees and payment terms.
Self fulfilment: In case you have enabled Self-fulfillment for a location added to your workspace, you can provide access to manage fulfilment settings for this location to the user.
By turning the toggle ON, you provide the user with access to process orders, manage inventory and process returns at the selected location.
Note: You need to select whether you need to provide access to the team member to manage assets and update inventory.
Step 7: Click on Save.
An invite from Eshopbox will be sent to this email ID. The user needs to accept the invitation and register on Eshopbox using the same.
Removing a team member
If you wish to revoke a team member's access to your workspace, you can change the team member's status from Active to Inactive. To do so, click on Action and select Inactive from the dropdown.
Once the status is set to Inactive, the user will not be able to log in to the workspace.
If the user is logged out and then made inactive, the changes are applied immediately. The user will not be able to access the workspace and will be redirected to an Access Denied page after entering the OTP.
If the user is logged in and made inactive, they will be able to access the workspace as long as they do not refresh the screen. Once refreshed, they cannot access the workspace and will be redirected to the Access Denied page.
Note: Eshopbox automatically logs out every user after 24 hours. So, in case any user who was made inactive while they were logged in will be logged out of the workspace after 24 hours.