Commerce Panel → Company → Team
Use this section to manage your team, invite individuals and add to your staff. You can flexibly grant your staff with company-level access to its team, products, orders and much more. Moreover, you can also set their access to one or more sales channels, including marketplaces and resellers.
In this document, you will learn more about:
Click the Invite dropdown button in the top-right corner of the Members page. The dropdown presents two options:
Commerce Invite: Use this to invite internal team members or staff to your company on Fynd Commerce. Invitees will receive an invitation to register and join your company as staff, where you can assign them roles, permissions, and store access. This is the standard invite flow described in the steps below.
Partner Invites: Use this to invite external partners (such as third-party service providers or resellers) to collaborate with your company. Partner invitations can be managed from the Partner Invites tab under Team, where you can track pending, accepted, and rejected invites. See Partner Invites for more details.
Select Commerce Invite to invite a new team member. You can type an email address or mobile number and press the
Enterkey to add more. Next, click the Search button.You will get the following list:
- Unregistered - Users who are being invited.
- Pending - Users who have been sent an invite but are yet to accept it.
- Registered - Users who have registered using the invite link, but are yet to be added as staff.
- Staff - Users who have been added as a staff member.
As you can see in the list, 3 out of 4 users are unregistered and 1 of them is already a staff. You can individually invite users by clicking Send Invite or invite them all at once using Invite All.
Assigning Roles to Staff: When inviting a new staff member or updating an existing one, you can assign a role using one of the following options under Role Details:
- Full Access: Grants access to all sections and features.
- Existing Role: Allows you to assign a predefined role that already contains a fixed set of permissions created by your team. Click the dropdown under Search existing role, use the search bar to find the role, and select it to auto-apply all associated permissions. Click here to learn how to create a role.
- Custom Role: Enables you to define specific permissions manually.
Only users with Admin access can assign roles to others using the Existing Role dropdown during staff invitation or modification. Custom roles assigned through this method are created and managed from the Roles section in Company > Team > Roles.
Each permission listed under Company Access form enables the merchant to control what areas of the platform a team member can access.
Profiles: This permission allows members to access and manage company profiles. They can create, configure, and customize the brands and selling locations associated with the company.
Teams: With this permission, members can manage team members and configurations. It allows you to add individuals to your staff, manage the company's internal team structure, and configure different sales channels.
Orders: This permission provides access to the history of all customer orders placed using the platform. Members can view, manage, and track customer orders, enabling smooth order processing.
Extensions: Members can extend the application’s capabilities by integrating additional features or third-party tools.
Developers: Members gain access to platform APIs and SDKs, which allow them to build systems, develop applications, and integrate the e-commerce platform with other tools.
Settings: This permission grants access to configure and customize application features across multiple touchpoints.
Analytics: Members with this permission can get real-time insights into a product's lifecycle. They can view detailed reports and analytics about products, including the option to download graphs and data for deeper analysis.
Audit Trail: This permission gives access to activity logs that track and display the changes made by platform users. It’s useful for tracking modifications, ensuring compliance, and maintaining oversight of platform usage.
Workflows: This permission allows members to access and manage automated workflows configured for the company. Workflows enable rule-based automation for operations such as order processing, inventory updates, and notifications.
Logistics: This permission enables members to manage delivery and shipment logistics. This includes handling setups for various delivery partners and coordinating self-shipping services for the business.
- Logistics Setup: Grants access to configure delivery partners, shipping zones, serviceability rules, and courier account settings.
- Logistics Packaging: Grants access to manage packaging configurations such as package dimensions, weight rules, and packaging categories used during order fulfilment.
Product: This permission allows users to manage products, inventory, stock movement, and vendor operations within the platform.
- Inventory: Grants the ability to manage product inventory. Members can view, create, update, and delete stock levels for items listed in the catalog.
Catalog: Allows members to manage the product catalog. They can create, update, and delete products, manage product categories, and maintain accurate catalog listings.
Stock Movement: Controls access to inbound, outbound, and purchase order operations for stock management.
- Inbound: Permissions related to receiving stock into a location.
- Create: Allows members to create new inbound stock transfer or receipt entries.
- Complete GRN: Allows members to complete the Goods Received Note, confirming that inbound stock has been physically received and verified.
- Complete Putaway: Allows members to complete the putaway process, confirming that received stock has been placed in its designated storage location.
- Outbound: Permissions related to dispatching stock from a location.
- Manage Orders: Allows members to manage outbound order fulfilment, including picking, packing, and dispatch operations.
- Access Picklist: Controls access to picklists used during order fulfilment.
- All Picklists: Grants access to view and manage all picklists across the location.
- Assigned To Me: Restricts access to only those picklists that have been assigned to the logged-in member.
- Purchase Orders: Permissions related to managing purchase orders with vendors.
- Manage: Allows members to create, edit, and delete purchase orders.
- Process: Allows members to process purchase orders through their lifecycle (e.g., approve, mark as received)
- Read-only Access: Grants view-only access to purchase orders without the ability to create, edit, or process them
- Masters: Permissions related to managing vendor master data.
- Add Vendor: Allows members to add new vendors to the system.
- Map SKU × Vendor: Allows members to map specific SKUs to their respective vendors, defining which vendor supplies which product.
- Inbound: Permissions related to receiving stock into a location.
Order Role is used to decide the permissions that the staff would have in the Order Management System (OMS). Select one of the following roles:
Full Access: Staff can perform all kinds of operations (process, cancel, return, etc.) on all orders in the company.
Company Operation: Staff can manage company-wide order operations including processing, tracking, and coordinating across multiple locations. This role is suited for operations teams that oversee order fulfilment at a company level rather than a single store.
Read Only: Staff can only perform actions that do not alter the system. This includes viewing orders and downloading invoices or manifests. Staff with read-only permissions will not be able to place a phone call to a customer via Order Management System.
Store Manager: Staff can view, confirm, cancel, generate invoice, generate manifest, and accept an order return. It is important to note that a store manager will not be able to process an order return.
Customer Care: Staff can view orders, cancel orders, trigger an order return, and update bank details in case of a return. Staff with this role will not be able to place or process an order.
Custom Permissions: Allows you to define a granular set of order-related permissions manually, rather than using a predefined role. Use this when the standard roles do not match the specific level of access required for a team member.
Similar to Order Role, the Store Access option is also in strict accordance with the Order Management System. In short, staff can view or edit the orders of only those stores which are defined here.
All Stores: Staff can view/edit the orders of all the selling locations created in the company.
Specific Stores: Staff can view/edit the orders of few selected stores in the company.
Use the Sales Access checkbox to grant the staff the permission to create sales channels.
Select the sales channel and its sections to which a staff will get access. In this example, we have 2 sales channels fancywardrobe and mamba. Using the Select Role drop-down, you can grant permissions to access the sections within the sales channel.
The below chart depicts the permissions that are granted to the staff w.r.t the role.
You can also click on Edit Store Access to edit stores while sending the invite. Select the store from the dropdown and click ok.
Incentives: Enable this to include the staff member in the Sales Employee list. When enabled, orders processed or assisted by this team member are attributed to them, allowing accurate sales attribution and incentive tracking. This is useful for retail or store staff whose performance is measured based on individual sales contribution.
You can grant your staff the permission to manage marketplaces, such as Flipkart, Amazon, Myntra, AJIO, and many more using the Marketplaces checkbox.
Other Sellers option allows your staff to monitor the companies and selling locations that are reselling products through your inventory (a.k.a franchise mode).
You can also allow your staff to view and manage the billings and payments. Moreover, you may write a custom message that will appear in the invite message.
Click Send Invite and wait for the users to accept the invite and register in the application.
Add the users who have accepted the invite as a staff.
Confirm the inclusion of the user.
If your organization maintains a list of members, your members need not register separately on Fynd Commerce . Instead, they can use the Login as Organization option. Read SAML SSO for more details. The Roles section is only for creating a role and deciding the permissions that will be granted to the users who log in via SSO.
Let's assume, you want to choose the permissions users would get if they login via Azure AD.
On the Team page, go to Roles.
Click Create Role.
Choose the permissions.
Click Save.
For more details on how the role is used, refer our Azure AD documentation.
Here you can see the pending, accepted and rejected invites.
On the Team page, go to Partner Invites.
You can see the list of pending invites.
You can click on the invite and either accept or reject the invite. Let's click Accept for this invite.
Go to Accepted Invites, you can see the list of users that have been accepted.
Similarly you can reject invites. Let's select a pending invite and select Reject.
Go to the Rejected Invites page to see the rejected user.