How to Add Staff to Your Merchant Admin (Written)
Running your business solo? It doesn’t have to stay that way. In this tutorial, we show you how to invite staff to your merchant admin so they can help you manage orders, products, and customers using their own accounts and devices. No password sharing. No confusion. Just smooth teamwork. What you’ll learn: • How to invite staff members • Setting up individual accounts • Managing roles and access • Working together without chaos Let your business run like a team, not a one-man show.
Step 1: Create a custom role for your assistant
Invite teammates into a merchant admin dashboard with their own independent accounts and permissions, allowing businesses to split tasks like product management and order fulfillment across staff members. Example use case: a Nairobi CBD shelf attendant can be given access to fulfill orders and manage stock inquiries without needing the owner’s login credentials.
To add staff, go to Settings → User Management and create a custom role (e.g., “Shelf Attendant”) with specific permissions such as:
All order permissions
All product permissions
Step 2: Add/Remove your assistant
After creating the role, invite the user by entering their email address and assigning them the newly created role. The tutorial also demonstrates how to remove a staff member’s access if they leave the business by deleting them from the user management section.
Step 3: Invite user via email
Invited users receive an email invitation link. They must log in with the same email address that received the invite for the access link to work properly. If the invited person does not yet have an account, they must first sign up independently using the platform’s normal registration process before joining the business account.
Step 4: Final Step
Once logged in and the invite link is reopened, the invited user gains access to the business dashboard under the assigned business profile. Staff members only see features allowed by their assigned permissions. For example, a shelf attendant can access products and orders but cannot view sensitive sections like the business wallet.
Step 5: Why it is needed?
The system enables multiple team members to work independently from their own devices while maintaining controlled access through role-based permissions and responsibilities.