Team Management

StorePulse supports multiple users per account. As an Owner or Admin, you can invite team members, assign roles, and control which stores each person can access.

User Roles

Role	What They Can Do
Owner	Full access to everything, including billing and team management. Cannot be removed.
Admin	Manage users, configure all features, view all reports. Cannot manage billing.
Manager	View all reports, create and manage alerts, access purchasing. Cannot manage users.
Viewer	Read-only access to reports. Cannot create alerts, manage settings, or invite users.

Inviting a New User

1. Navigate to Account > Team.
2. Click Invite User.
3. Enter the person's email address and name.
4. Select their role from the dropdown.
5. Click Send Invite.

The new user will receive an email with instructions to set their password and log in.

Assigning Users to Stores

By default, a new user can see all stores on the account. If you want to limit a user's view to specific locations:

1. Open the user's profile from the Team page.
2. In the Store Access section, select which stores this user should be able to see.
3. Click Save.

When a user is assigned to specific stores, they will only see those stores in their store selector dropdown, and all reports will be limited to their assigned locations.

tip

Use store assignments for managers who only oversee one or two locations. This keeps their dashboard focused on what matters to them and prevents accidental access to other stores' data.

Editing a User

Click on any user in the team list to edit their:

• Name
• Role
• Store assignments

Click Save to apply changes.

Removing a User

1. Open the user's profile from the Team page.
2. Click Remove User.
3. Confirm the removal.

The user will immediately lose access to StorePulse. Their past activity (login history, etc.) is retained for audit purposes.

warning

You cannot remove the last Owner on an account. There must always be at least one Owner. If you need to transfer ownership, first assign the Owner role to another user, then the original Owner can be downgraded or removed.

Best Practices

• Principle of least privilege: Give each person the minimum role they need. Not everyone needs Admin access.
• Store-level access: Assign store managers only to their own store(s) so the dashboard shows them relevant data only.
• Review periodically: When an employee leaves the company or changes roles, update their StorePulse access promptly.