Manage Staff Users

In Staff settings, you can manage the users who have access to your DropStream account — invite new team members, adjust roles and permissions, and remove users who no longer need access.

Available user roles

• Administrator — full access to DropStream, including all capabilities described in the DropStream articles.
• Staff — an internal staff member such as an account manager for your merchant customers. Has full access to DropStream except Account settings. A Staff user cannot view credit card or other billing information, and cannot delete Connections.
• Merchant — an external user, such as an employee of one of your merchant customers, who can sign in to DropStream to review order details for their merchant account and the sales channels (Stores) associated with it. Merchant users see only their own stores, and no other stores or connections in your account.

Invite a new user

To invite a new user to your DropStream account:

1. In your DropStream Dashboard, click your account name in the top-right, then click Account settings.
2. Click Staff in the Settings sidebar.
3. Click Invite user.
4. In the Invite a new user dialog, enter the user’s first name, last name, and email address.
5. Choose a role: Administrator, Staff, or Merchant.
6. If the role is Merchant — or if you want to scope a Staff user to a single merchant — select a customer from the Customers list.
7. Click Save changes.

DropStream emails the new user an invitation with sign-in instructions.

You may also associate a staff account with a specific merchant if you want to assign individual administrators on a per-merchant-account basis.