How do I add team members and choose their roles?

Invite people from Settings → Team and pick Admin, Operations or Team. See what each role can see and do, and how many people each plan allows.

Last updated

Open Settings → Team, tap Invite member, enter their name and email, choose a role and tap Add member. They get an email invite.

Steps#

  1. Open Settings and tap the Team tab.
  2. Tap Invite member.
  3. Enter the Name and Email.
  4. Choose a Role: Admin, Team or Operations.
  5. Optional: add a Position / Title, such as "Senior Designer".
  6. Tap Add member. They receive an email with a button to accept the invite and set a password, or to log in if they already have an account.

To change a role later, use the Role dropdown on their row. To remove someone, use Remove member on their row. Only the Owner and Admins can change roles or remove people.

What each role can do#

OwnerAdminOperationsTeam
Dashboard, customers, products, forms, automationsYesYesYesNo
OrdersYesYesYesYes
See prices and amountsYesYesYesNo
Issue refundsYesYesYesNo
Delete orders, products, formsYesYesNoNo
Business profile, payments, billing, payoutsYesYesNoNo
Data & Storage, account closureYesYesNoNo
Invite new membersYesYesYesNo
Change roles or remove membersYesYesNoNo

Operations can open Settings, but not the Business Profile, Payments, Billing or Data & Storage tabs. Team members see only Orders and their own notifications, with no prices anywhere.

Good to know#

  • You cannot invite another Owner. Admins have the same access as the Owner.
  • Plan limits for team size are in Change or cancel your plan.
  • If the invite email fails, the member is still added. The app tells you, so you can ask them to sign in at app.handforbrand.com.

Frequently asked questions

How many team members can I have?

The plan limits are Free 1, Pro up to 5, and Scale unlimited. Your usage shows in Settings → Billing.

Can I rename the roles?

Yes. In Settings → Team, the Role names section lets you rename roles to match your team's words. The Owner role cannot be renamed.

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