Settings - Users & Roles

In Zoho Commerce, you can manage who has access to your organization and what actions they are allowed to perform from the Users and Roles section in Settings. You can invite users and contributors, assign them specific roles, and set permissions based on their responsibilities.

Admins can do the following operations with Users:

• Add Users
• More Actions in Users
• Add Contributors
• More Actions in Contributors

Add Users

You can invite new users and assign them roles based on their level of access in Zoho Commerce. Here’s how:

• Log in to Zoho Commerce.
• Click Settings in the top right corner.
• Navigate to Users under Users & Roles.
• Click Invite User in the top right corner.
• In the pop-up that appears, enter the user’s Email.
• Select the appropriate Role for the user. You can choose from the following default roles.
  • Admin: Has unrestricted access to all the modules.
  • Staff: Can only access modules that are assigned to them.
• If you select Staff, a list of modules will appear. From this list, choose the modules you want the user to have access to.
• Click Save to invite the user to your organization. The user will receive an email invite.
• The user has to open the invitation email. By clicking the Join Account link provided in the email, the user can gain access to your Zoho Commerce organization.

More Actions in Users

Mark as Inactive

You can mark a user as inactive in Zoho Commerce to temporarily disable a user’s access. Here’s how:

• Log in to Zoho Commerce.
• Click Settings in the top right corner.
• Navigate to Users under Users & Roles.
• Hover over the user you want to mark as inactive.
• Click the dropdown and select Mark as Inactive.

Re-invite User

If a user hasn’t accepted the invitation or the invite has expired, you can resend the invitation. Here’s how:

• Log in to Zoho Commerce.
• Click Settings in the top right corner.
• Navigate to Users under Users & Roles.
• Hover over the user for whom you want to resend the invite.
• Click the dropdown and select Re-invite.

Delete User

If you no longer want any user to access your organization, you can delete them. Here’s how:

• Log in to Zoho Commerce .
• Click Settings in the top right corner.
• Navigate to Users under Users & Roles.
• Hover over the user you want to delete.
• Click the dropdown and select Delete.

Add Contributors

You can grant store access to users by adding them as Contributors. Here’s how:

• Log in to Zoho Commerce .
• Click Settings in the top right corner.
• Navigate to Contributors under Users & Roles.
• Click the +New button in the top right corner.
• In the pop-up that appears, enter the user’s Email Address.
• Select the appropriate Role for the user. You can choose from the following default roles.

Admin: Can perform actions similar to that of the store owner except deleting or unpublishing the store.
Author: Can only edit the pages of the modules they have access to.
Guest: This role is similar to that of an author, but they only have access to the pages and modules of the online store.
Developer: This role is similar to that of an admin, but they only have access to the pages and modules of the online store.

• If you select Author or Guest, you must select modules for them to access.
• Click Save to add a contributor to your organization.

You can check the status of the invite sent from the contributor’s list page.

More Actions in Contributors

Edit Profile

You can edit the owner’s profile by hovering over their name in the Contributors list page and clicking the drop-down icon that appears.

• Log in to Zoho Commerce.
• Click Settings in the top right corner.
• Navigate to Contributors under Users & Roles.
• Hover over the owner to edit the profile.
• Click the dropdown and select Edit Profile.
• Make the necessary changes and click Save.

Re-invite Contributor

If a user hasn’t accepted the invitation or the invite has expired, you can resend the invitation to grant them access to your Zoho Commerce store. Here’s how:

• Log in to Zoho Commerce.
• Click Settings in the top right corner.
• Navigate to Contributors under Users & Roles.
• Hover over the contribute for whom you want to re-send the invite.
• Click the dropdown and select Re-invite.

Delete Contributor

If you no longer want any contributor to access your Zoho Commerce store, you can delete them from the Contributors list. Here’s how:

• Log in to Zoho Commerce.
• Click Settings in the top right corner.
• Navigate to Contributors under Users & Roles.
• Hover over the contributor you want to delete.
• Click the dropdown and select Delete.