This article goes over how to create additional internal users on a Seller's account. Administrators can set up new internal users and designate specific roles relevant to specific needs. Privileges can be set up so internal users only have access to certain areas of the Merchant Portal.

This is helpful for managing multiple team members who may need different permissions. 

Please note: Only Administrators can set up new internal users.

In this article

How to set up internal users
Managing User Roles and Permissions
User Role Privileges defined

How to set up internal users

This section goes over how to set up internal users within the Cratejoy Merchant Portal. 

Step 1: Log in under the Administrator account. Only Administrators can create new internal users.

Step 2: In the lefthand sidebar Under Account, click on Team.

Step 3: Click on + New User

Step 4: Fill in the required data and roles.

Step 5: Click Send Invite

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Managing User Roles and Permissions

Once a user is added, roles and permissions may be modified as needed by the Administrator. Using the
Role Privilege Definitions on the Manage Team page, Administrators can determine what Roles an Internal User can access.

To edit admin user permissions, follow these steps:

Step 1: Click on Account in the left-hand sidebar and then select Team.


Step 2: Review Role Privilege Definitions to determine the appropriate roles. Role Privilege Definitions are viewable by clicking Account and then Team.

Step 3: Click on the name of the user that needs to be modified.

Step 4: Click on the name of the User you wish to manage

Step 5: In the Privileges field, select the desired Privileges. 

Step 6: Click on Save.

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User Role Privileges Defined

This section goes over the different User Role Privileges and what they give access to.

Customer Support

This user has access to all the areas of the platform necessary to work with your customers, including error analytics, refunds, shipments, and orders.
Accessible Tabs
  • Analytics Errors
  • Analytics Notifs
  • Subscriptions
  • Gifts
  • Orders
  • Shipments
  • Customers
  • Account
  • Marketplace
  • Giftcard Products
Actions Available
  • Refund Order
  • Edit Customer
  • Cancel Order
  • Export Shipments
  • Login As Customer
  • Update Gift
  • Marketplace
  • Renew Immediately
Notifications
  • Admin Register
  • Admin Order
  • Admin Renew
  • Admin Renew Fail
  • Admin Bad Product
  • Admin Upcoming Renewals
  • Admin Changed Subscription
  • Admin Change Renewal
  • Admin Cancelled Subscription
  • Admin Customer Info Change

Team Notifications

  • Data Digest
  • Product Sold Out
  • Listing Accepted
  • Listing Rejected
  • New Question
  • New Answer
  • Current Box Will Become Past
  • Box Showcase Reminder

Designer

This user has access to work on the design of your site as well as your notifications.
Accessible Tabs
  • Design
  • Notifications
  • Account
  • Ftp

Marketing

This user has access to promotional coupons and notifications.
Accessible Tabs
  • Coupons
  • Customers
  • Orders
  • Notifications
  • Subscriptions
  • Gifts
  • Account
  • Analytics Notifs
  • Marketplace
Notifications
  • Admin Bad Product
  • Admin Upcoming Renewals
  • Admin Referral Reward

Team Notifications

  • Data Digest
  • Product Sold Out
  • Listing Accepted
  • Listing Rejected
  • New Question
  • New Answer
  • Current Box Will Become Past
  • Box Showcase Reminder

Shipping

This user can handle everything related to shipping logistics, including printing labels, marking orders as shipped, canceling orders.
Accessible Tabs
  • Shipments
  • Shipping
  • Account

Actions Available

  • Cancel Order
  • Cancel Shipment
  • Mark As Shipped
  • Unmark As Shipped
  • Print Label
  • Export Shipments
  • Bulk Mark As Shipped
  • Bulk Print Labels

Notifications

  • Admin Register
  • Admin Order
  • Admin Renew
  • Admin Renew Fail
  • Admin Upcoming Renewals
  • Admin Bulk Update Complete
  • Admin Changed Subscription
  • Admin Change Renewal
  • Admin Cancelled Subscription
  • Admin Customer Info Change
  • Admin Referral Reward

Team Notifications

  • Data Digest
  • Product Sold Out
  • New Question
  • New Answer
  • Current Box Will Become Past
  • Box Showcase Reminder

Product Manager

This user can create and modify products on your store.
Accessible Tabs
  • Subscription Products
  • Ecommerce Products
  • Giftcard Products
  • Account
  • Marketplace
Actions Available
  • Renew Immediately
Notifications
  • Admin Bad Product

Team Notifications

  • Data Digest
  • Product Sold Out
  • Listing Accepted
  • Listing Rejected
  • New Question
  • New Answer
  • Current Box Will Become Past
  • Box Showcase Reminder

Finance

This user can see and download all of your income, customers, subscriptions, and orders.
Accessible Tabs
  • Dashboard
  • Analytics General
  • Analytics Churn
  • Orders
  • Subscriptions
  • Gifts
  • Customers
  • Coupons
  • Account
  • Invoices
  • Payment Info
  • Payment Processor
  • Billing Plan
Actions Available
  • Export Customers
  • Export Subscriptions
  • Export Orders
  • Export Subscription Logs
  • Renew Immediately
Notifications
  • Admin Renew Fail
  • Admin Upcoming Renewals
  • Admin Bulk Update Complete
  • Admin Changed Subscription
  • Admin Change Renewal
  • Admin Cancelled Subscription
  • Admin Referral Reward

Team Notifications

  • Data Digest
  • Product Sold Out
  • Renewal Summary

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