Inviting your team to Metorik

Metorik includes a robust team system, allowing you to invite unlimited team members with a variety of different roles. Its best feature is probably that included with Metorik you can have unlimited team members at no extra cost.

Admins can access the team member system by going to the store settings and then clicking the Manage Team tab in the left navigation, or by clicking this link.

Company owners can also manage team members across multiple stores - learn more.

Inviting

At the top of the team members page, you'll find an Invitationsarea, where you can send invites from. All you need to do is enter the email of the team member you'd like to invite, choose a role for them, and set their permissions.

Each role has different abilities, so be sure to choose the one that is appropriate for the given team member.

Admins

Admins have complete control over a store and can do everything you can do, including adding team members to store, connecting integrations, and changing settings. They do not have access to the company & billing, and cannot delete the store or remove you from it.

Editors

The Editor role can do everything you can in Metorik, except for editing store settings and adding team members. Editors can be given optional access to export data.

Analysts

The Analyst role has access to all data in Metorik but can't edit any settings or resources, can't process orders, and don't have access to create or send any emails with Engage. They can view sent emails. Analysts can be given optional access to export data.

Marketer

The Marketer role allows a user to focus on creating and sending emails using Engage. They can view customers, orders, subscriptions and carts, but don't have access to the dashboard or any of the main reporting.

Packers

The Packer role only sees orders/customers in Metorik and can update them.

This role is most suited towards warehouse packers (as the name suggests) and customer service team members.

Packers (Read Only)

The Packer (read only) role only sees orders/customers in Metorik and can't update them.

The following table can help you visualise the abilities of each role:

After sending an invitation, the member will receive an email inviting them to join the team. If they already have a Metorik account, they'll be able to login and accept the invite from their personal settings page.

If they don't already have a Metorik account, they'll be provided with a special link to create one and will then be added to the team.

In the invitation email, they'll find a link to a help document detailing their role and the abilities it has.

From the team member page, you can also:

• Delete invitations.

• Remove team members.

• Update team member roles.

For sharing specific dashboards with external people who don't need full store access, see Sharing dashboards with dashboard viewers.