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Invite Staff Members to Your Store

Inviting a Team Member

  1. Go to Settings → Team in your admin panel.
  2. Click Invite team member.
  3. Enter the teammate's email address and click Send Invitation.

An email is sent immediately with an accept link. The link is valid for 7 days.

Accepting an Invitation

The teammate clicks the link in the email. If they already have a Cartly account with that email address, they are prompted to log in and then automatically added to your store. If they do not have an account, they are taken through a short registration flow before joining.

After accepting, the teammate appears in the Team members list with a Staff role.

Managing Pending Invitations

While an invitation is waiting to be accepted, it appears in the Pending Invitations section on the Team settings page. You can:

  • Resend — sends the invitation email again (useful if the original email was not received or expired).
  • Revoke — immediately invalidates the invitation link. If the teammate clicks the link after it is revoked, they see an error message and cannot join.

Changing a Team Member's Role

After a member accepts the invitation, you can change their role from the Team members list. Click the member's name, select a new role from the dropdown, and save. Available roles: Owner, Manager, Staff, and Viewer.

Removing a Team Member

To remove a member: go to Settings → Team, click their name, and click Remove from store. Their access is revoked immediately. The member's Cartly account is not deleted — they just lose access to your store.

How Many Staff Members Can I Have?

The number of staff accounts depends on your plan. Check Settings → Billing to see your current limit. If you need more than your plan allows, upgrade from the Billing page.

Security Notes

  • Invitation links are single-use and expire after 7 days.
  • Revoking an invitation immediately invalidates the link — no further action is needed.
  • Staff members can log in with their own password and TOTP (two-factor authentication) if enabled on their account.
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