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The ↗ Staff tab of your Vendor dashboard is where you can view and manage your business’s staff. You can create an unlimited number of personnel to manage your store. When you create a new staff member, they will receive a verification email along with their username and the option to change their password. They can then log into and access their own personal dashboard using those credentials.


staff menu tab

  How to add staff to your store:

  1. Log into your ↗ Vendor dashboard.
  2. Click the Staff tab on the left menu.
  3. Click the Add New Staff button on the top right corner.
  4. On the new page that loads, add the staff member’s First Name, Last Name, Email Address and Phone Number (optional).
  5. Click Create Staff.

adding staff

When you hover over a staff member in the table, additional staff options are displayed: edit, delete and manage permissions. To edit a staff member’s profile, you can click the name of the staff member, or click the Edit button. This will allow you to edit their profile info, such as their name or email address. To delete a staff member, simply click Delete. Clicking Managing permissions will take you to a new page where you can determine what each staff member can and can’t see from their personal dashboard.

additional staff options

additional staff options


Managing permissions

Staff members can access a Vendor dashboard that looks similar to yours using the same ↗ Dashboard page as you, however their dashboard may look a little different depending on the permissions you have given them. Essentially, you can use permissions in order to restrict access to certain parts of the dashboard. For example, you could have one staff member dedicated to creating reports, and another staff member dedicated to listing your products. If correctly configured, they won’t be able to see other parts of the dashboard that they don’t need access to. To manage a staff member’s permissions, hover over the staff member’s name and then click Manage Permissions. Then tick or untick several checkboxes in order to change the staff’s permissions, ensuring that the corresponding menu page is ticked or unticked in the “Menu” section. Some options will be enabled by default, but you have total control over what permissions you would like to grant to the staff member. A ticked checkbox will enable the page or feature in the staff member’s dashboard. To save the staff member’s permissions, don’t forget to click the Update permission button at the bottom.

managing permissions

managing permissions

To give the staff member permission to access any of the dashboard pages, you first need to enable that page in the “Menu” permissions section. For example, if you have all of the permissions ticked in the “Report” permissions section but “View report menu” is unticked in the Menu permissions section, the staff member will be unable to view or access the reports menu page, and therefore unable to view the actual reports. To give a staff member access to your reports, first tick the “View report menu” in the Menu permissions section and then tick the relevant permissions in the “Report” permissions section. It should be done this way because you need to first give the staff member access to that page in the dashboard before they are able to do anything. This applies to all of the Menu items in the dashboard. Unticking an item in the Menu permissions section will remove that entire page from the staff member’s dashboard.

managing menu permissions

managing menu permissions

Tip: Make sure that you enable all relevant menu tabs in the “Menu” permissions section before enabling specific permissions relating to that menu tab. This is because you need to first give the staff member access to that page in the dashboard before they are able to do anything.

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