Adding Team & Staff Members to NextPaw
Objective
This guide explains how to invite team members and set up their access to your NextPaw dashboard. By adding team members with specific permissions, you can ensure that your business stays on top of orders, payments, messages, reviews, and more, all while allowing each team member to focus on their responsibilities.
Key Steps
Why Invite Team Members?
Inviting team members to your NextPaw account allows you to delegate responsibilities and ensure that everyone is working efficiently to manage your business operations. With access to specific locations, dashboard features, and notifications, team members can stay updated on what matters most without being overwhelmed by unnecessary information.
How to Add a New Team Member or Account Owner
Follow these steps to invite and set up team members in your NextPaw account.
- Go to the Users Page
From the NextPaw dashboard, select Store Settings, then Users in the side menu.
- Add a New Team Member
- Click Add Team Member to begin adding a new team member to your account.
- Click Add Team Member to begin adding a new team member to your account.
- Enter Contact Information
- Provide the contact details (name, email, etc.) of the person you're adding to your team.
- Provide the contact details (name, email, etc.) of the person you're adding to your team.
- Select the Role
- Choose the appropriate role for the new user from the drop-down menu:
- Team Member: This role is typically for employees who need access to specific dashboard features and locations.
- Account Owner: This role grants unrestricted access to all locations and features. It is generally reserved for business owners or managers who need full control of the account.
- Choose the appropriate role for the new user from the drop-down menu:
- Assign Locations
- Choose the location(s) that your team member should have access to. This allows you to restrict access to only the locations they are responsible for.
- Choose the location(s) that your team member should have access to. This allows you to restrict access to only the locations they are responsible for.
- Set Dashboard Permissions
- For Team Members, select the specific dashboard features they should have access to. This ensures that employees only see the features relevant to their role.
Note: Account Owners will automatically have access to all features, so you do not need to select permissions for them.
- For Team Members, select the specific dashboard features they should have access to. This ensures that employees only see the features relevant to their role.
- Set Notification Preferences
- Decide which notifications your team member should receive (e.g., orders, messages, reviews). This helps keep them updated on key business activities without overwhelming them with unnecessary alerts.
- Decide which notifications your team member should receive (e.g., orders, messages, reviews). This helps keep them updated on key business activities without overwhelming them with unnecessary alerts.
- Save & Send Invitation
- Once all fields are filled out, click Save to finalize the addition.
- Your new team member will receive an email invitation with a link to activate their account and begin accessing the dashboard.
Frequently Asked Questions
Can I assign team members to only one location?
- Yes, when adding a new team member, you can specify which location(s) they should have access to. This is helpful if you have multiple locations and want to limit access to certain team members.
What happens if I select the Account Owner role?
- An Account Owner will have unrestricted access to all locations and dashboard features. This role is best suited for business owners or managers who need full control over the account.
How do I manage team member permissions later on?
- You can always go back and adjust a team member's permissions by editing their role in the Users section of your dashboard.
By following these steps, you can efficiently manage your team's access to NextPaw and ensure that everyone is focused on the right tasks for your business.