---
title: "Team and account"
description: "Invite your team, choose each person's role and stores, manage invitations, and keep your own account secure with a verified email, mobile number, and two-factor authentication."
product: "ShoppyConnect"
section: "Team & account"
url: https://help.shoppyconnect.com/shoppyconnect/team/team-and-account
markdown_url: https://help.shoppyconnect.com/shoppyconnect/team/team-and-account.md
last_updated: 2026-11-05
tags: ["users", "team", "roles", "invite", "permissions", "profile", "two-factor authentication", "security", "organisations"]
---

# Team and account

> Invite your team, choose each person's role and stores, manage invitations, and keep your own account secure with a verified email, mobile number, and two-factor authentication.

Everyone who works in Shoppy Connect has their own account. As an owner or administrator, you decide who joins your organisation, what role they have, and which stores they can work on. Each person looks after their own sign-in details and security on their **Profile**.

This guide covers:

1. [Your team](#your-team): users, roles, stores, and invitations.
2. [Your account](#your-account): your profile, sign-in security, and organisations.

## Your team

### The Users list

Click **Users** in the sidebar to see everyone in your organisation.

![The Users list, with each person's name, email, role, date added, and email and phone verification status](https://help.shoppyconnect.com/_astro/01-users.DP4d5MnI_Z2s96ll.webp)

| Column                 | What it shows                                                    |
| ---------------------- | ---------------------------------------------------------------- |
| **Name** and **Email** | Who the person is.                                               |
| **Role**               | What they can do in Shoppy Connect. See [Roles](#roles).         |
| **Date added**         | When they joined your organisation.                              |
| **Status**             | Whether they have verified their email address and phone number. |

To find people:

- Use **All**, **Active**, and **Banned** at the top to filter by account status.
- Type in **Search Users** to search by name or email.
- Click **Add filter** to filter by **Email** or **Role**.

### Add people to your team

There are two ways to add someone. **Invite user** is the one to use in most cases.

| Option          | What happens                                                                         | Use it when                                 |
| --------------- | ------------------------------------------------------------------------------------ | ------------------------------------------- |
| **Invite user** | They get an email inviting them to join, and they set their own password.            | Almost always.                              |
| **Add user**    | Their account is created straight away, with a name, email, and password you choose. | Someone can't receive the invitation email. |

#### Invite a user

1. On the **Users** page, click **Invite user**.
2. Enter their **Email**.
3. Choose a **Role**.
4. Optionally, enter their **Phone number**.
5. Under **Stores**, tick the stores they should work on. Use the search box if you have many stores.
6. Click **Send invitation**.

![The Invite user form, with Email, Role, Phone number, and a list of stores to tick](https://help.shoppyconnect.com/_astro/05-invite-user.BhOLmrrE_Z22UjS9.webp)

#### Add a user directly

1. On the **Users** page, click **Add user**.
2. Enter their **Name**, **Email**, and a **Password**.
3. Choose a **Role**, and optionally a **Phone number**.
4. Tick the **Stores** they should work on.
5. Click **Create**.

Share the password with them securely, not by email or chat, and ask them to change it the first time they sign in. See [Change your password](#change-your-password).

### Manage invitations

Click **Invited** under **Users** in the sidebar to see every invitation you've sent.

![The Invited Users list, with each invitation's email, role, expiry date, and status, and the Resend invitation and Cancel invitation options](https://help.shoppyconnect.com/_astro/06-invited-users.BENMFvp9_Z1Ffov3.webp)

Each invitation shows the role it's for, when it expires, and its **Status**, such as **Accepted**.

Use the **⋯** menu on an invitation to:

- **Resend invitation**, for example if it went to the person's spam folder or has expired.
- **Cancel invitation**, if you sent it to the wrong address or the person no longer needs access.

These options aren't available once an invitation has been accepted.

### Roles

A person's role decides what they can see and do in Shoppy Connect. You choose it when you invite them, and you can change it at any time.

When inviting or adding someone, you can choose:

- **Store Manager**
- **Franchise**
- **Analyst**
- **Store Owner**
- **Administrator**

The Users list can also show **Owner**, for the people who own the organisation, and **Assistant**.

Give each person the role with the least access they need to do their job. For example, someone who only reads reports doesn't need to edit stores.

### Change a person's role or stores

On the **Users** page, click the **⋯** menu on the person's row.

![The menu on a user's row, with Assign Role and Assign Stores](https://help.shoppyconnect.com/_astro/02-user-menu.DfaZAoi4_1UkzPc.webp)

**Assign Role**

1. Choose the new **Role**.
2. Click **Assign**.

![The Assign Role dialog](https://help.shoppyconnect.com/_astro/03-assign-role.B47Ae8Se_ZyhEVQ.webp)

**Assign Stores**

The list shows every store. Stores the person can already work on have a **−** button, and the others have a **+** button.

1. Click **+** to give them a store, or **−** to take it away.
2. Use **Show only selected** to see just the stores they have, or the search box to find a store.
3. Click **Save**.

![The Assign stores to user dialog, with one store already assigned](https://help.shoppyconnect.com/_astro/04-assign-stores.BkvJ05Lk_11AS8F.webp)

### Assign members from a store

You can also choose who looks after a store from the store itself:

1. Open the store from the **Stores** list.
2. Click **More actions** › **Assign members**.
3. Click **+** next to each person to add them.
4. Click **Save**.

![The Assign Member dialog on a store](https://help.shoppyconnect.com/_astro/07-assign-member.B48r60O__LgwIc.webp)

## Your account

Click **Profile** in the sidebar, or **Manage Account** in the account menu, to manage your own account.

![The Profile page, with Account security progress, Personal details, Sign-in & security, Where you're signed in, and Organisations](https://help.shoppyconnect.com/_astro/08-profile.CbUqCo4L_1HJpic.webp)

### Account security

The **Account security** bar at the top shows how many of the four security steps you've done:

- **Email verified**
- **Mobile number verified**
- **Two-factor authentication**
- **Password**

Any step that isn't done has a link to finish it, such as **Add and verify** or **Set up in 2 minutes**.

### Personal details

**Full name**

Click **Edit**, change your name, and click **Save**. Your name is shown to your teammates.

**Email**

1. Click **Change**.
2. Enter your new email address.
3. Click **Send verification link**.
4. Open the email sent to your new address and confirm it.

![Changing your email, with the new address field and Send verification link](https://help.shoppyconnect.com/_astro/09-change-email.BNLSuxD4_qz7Fv.webp)

Your current email keeps working until you confirm the new one.

**Mobile number**

Your mobile number is used for sign-in codes and SMS alerts.

1. Click **Add number**.
2. Choose your country code, for example **AU +61**, and enter your number.
3. Click **Send code**.
4. Enter the 6-digit code from the text message.

![Adding a mobile number, with the country code, number, and Send code](https://help.shoppyconnect.com/_astro/10-add-mobile.CBRTGZ86_ZDXKpm.webp)

### Sign-in and security

**Two-factor authentication**

With two-factor authentication, you enter a code from an authenticator app, such as Google Authenticator, 1Password, or Authy, each time you sign in. This keeps your account safe even if someone learns your password.

Click **Set up** and follow the steps to connect your authenticator app.

Two-factor authentication protects every store and channel connected to your organisations. Ask everyone on your team to switch it on.

#### Change your password

Click **Send reset email**. You'll get an email with a secure link to set a new password.

### Where you're signed in

This section lists every device signed in to your account, such as **Chrome on macOS**. The device you're using now is marked **This device**.

If you see a device you don't recognise, change your password straight away and switch on two-factor authentication.

### Organisations

This section lists every organisation you belong to, the number of stores and members in each, and your role. The one you're working in is marked **Current**.

To switch organisations, open the account menu (your organisation name, top right) and choose another organisation. Roles are managed by an owner or administrator of each organisation.

## Tips

- Invite people instead of adding them, so nobody else knows their password.
- Only give access to the stores each person works on.
- Review the Users list every few months, and remove access for people who have left.
- Ask everyone to complete all four account security steps.

## Troubleshooting

**Someone didn't get their invitation.**
Ask them to check their spam folder. Then go to **Users** › **Invited** and use **Resend invitation**. Check that the email address is correct.

**Someone can't see a store.**
Open the **⋯** menu on their row and choose **Assign Stores**. Check that the store has a **−** button next to it.

**I can't change someone's role.**
Roles are managed by an owner or administrator. Ask one of them to change it for you.

## Related

- [Getting started with Shoppy Connect](https://help.shoppyconnect.com/shoppyconnect/getting-started/getting-started.md)
- [Managing stores, trading hours, and store pages](https://help.shoppyconnect.com/shoppyconnect/stores/managing-stores.md)
- [Settings](https://help.shoppyconnect.com/shoppyconnect/settings/settings.md)