How to Invite a User to a Business
Overview
This guide provides step-by-step instructions on how to invite users to a Cart organization and how to remove them, either from the entire organization or from a specific business. You’ll also learn about the corresponding permissions and user management functionalities.
How to Invite a User to a Business
Follow this guide to add additional users to your Cart organization:
- Navigate to Settings by clicking your profile in the top-right corner and selecting "Manage Account":
- Click "Organization" on the left sidebar. Here, you can adjust settings for your organization.
- Click the Users Management tab to manage user settings and invite new users:
- Enter the user’s email and select the business(es) you would like them to have access to. Set the permission level appropriate for the user (see more information on permissions):
- Click "Send Invite". The user will receive an email with a link to accept the invite and access the business. Users without a Cart account will be able to register and accept the invite.
Note for Storefront Users: When inviting a user through Console, they will get a corresponding Storefront account with minimal permissions. You will need to adjust these within Storefront after they have registered.
How to Remove Users
Remove a User from an Organization
Removing a user from an organization will remove them from all businesses in that organization. Follow these steps to remove a user entirely:
- Navigate to the User Management tab of your organization settings:
- Select a user from the table and click "Remove":
- Confirm that you would like to remove the user. This will remove them from all businesses within the organization as well:
Remove a User from a Business
If you need to remove a user from only one specific business, follow these steps:
- Navigate to the Business Management tab of your organization settings:
- Click the Business Name of the business you want to remove the user from. This will take you to the details page for that business:
- Click the Users tab, select the user you want to remove, and click "Remove":
- Confirm that you would like to remove the user from this business: