Account permissions

You can add staff to your store by assigning roles, ensuring that each team member has the appropriate level of access.

With a structured role and permission management system, you can control what actions your staff can perform in the store based on their responsibilities. For example, you can categorize staff into manager roles and general staff roles, assigning different permissions such as adding products, managing orders, or viewing financial reports. This allows for more efficient store operations.

Add staff

Steps

1. Log in to the Genstore merchant admin, navigate to Settings -> Users and permissions.
2. Click Add staff.
3. Enter the staff’s email. They will receive an invitation and store-related notifications via this email.
4. In the Role section, assign at least one role.
5. (Optional) Under View role permissions, review the assigned role’s permissions. You can edit an existing role or create a new one if needed.
6. Click Send invite. The invitation is valid for 3 days. If not accepted, it must be re-sent.

Once the invitation is sent, the staff will appear in the staff list. Their status may be:

• Joined: The employee has accepted the invitation.
• Pending: The invitation has been sent but not yet accepted.
• Expired: The invitation was not accepted within the 3-day period.
• Declined: The employee rejected the invitation.

Accept an invitation

Invited employees must accept the invitation within 3 days.

1. Open the invitation email and click Accept invitation.
2. Log in to the Genstore account. If you don’t have an account, you’ll need to create one first.
3. Click Accept invite to confirm.

Deactivate or reactivate staff accounts

With the staff account status management feature, admins can easily control access to the admin panel:

• Deactivate account: Immediately revoke a staff member’s access to the admin panel. Deactivated accounts are not counted toward the staff limit.
• Reactivate account: Quickly restore account access, with options to retain or reset the original settings.

Only staff with the Users and permissions - View & operate permission can perform this action.

Deactivate a staff account

1. Log in to the Genstore admin panel and go to Settings -> Users and permissions.
2. Find the staff account you want to deactivate in the list and click Deactivate.
3. Click Deactivate.

Reactivate a staff account

1. Log in to the Genstore admin panel and go to Settings -> Users and permissions.
2. Find the deactivated staff account in the list and click Reactivate.
3. Click Reactivate.

Manage roles

Roles determine an employee’s responsibilities and permissions. You can assign the following role types:

• System roles: Predefined roles provided by Genstore. These cannot be edited.
• Custom roles: Roles created by the store owner. These can be edited to fit business needs.

Create a custom role

1. Log in to the Genstore merchant admin, navigate to Settings -> Users and permissions.
2. Click Manage roles.
3. In the new window, click Create role.
4. Enter the Role title and Description.
5. Under Permissions, select the appropriate Store permissions and App permissions.
6. Click Save.

Delete a role

Only custom roles can be deleted. System roles cannot be removed.

1. Log in to the Genstore merchant admin, navigate to Settings -> Users and permissions.
2. Click Manage roles.
3. Click ... next to the role you want to delete, then select Delete.
4. Click Delete to confirm. Note: Employees assigned to this role will lose all related store permissions.
5. Click Save.

Assign roles to your staff

You can assign one or multiple roles to an employee. If multiple roles are assigned, the permissions from each role will be combined.

1. Log in to the Genstore merchant admin, navigate to Settings -> Users and permissions.
2. In the staff list, select the user, click ... -> Edit.
3. In the staff details section, select the roles to assign.
4. Click Save.

Remove a staff member's role

Removing a role will revoke all associated permissions for that role.

1. Log in to the Genstore merchant backend, navigate to Settings -> Users and permissions.
2. In the staff list, select the staff, click ... -> Edit.
3. In the staff details section, deselect the roles to remove.
4. Click Save.

Transfer store ownership

Note: Only the store owner can perform this action.

1. Log in to the Genstore merchant admin, navigate to Settings -> Users and permissions.
2. Under the Store owner section, click Transfer ownership.
3. Enter the new owner's email and click Transfer ownership to finalize the process.