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Pelcro - How to add and manage Collaborators

Learn how you can add and manage collaborators using Pelcro.

Table of Contents

 

How can I add Collaborators?

As an account owner, you have the option of adding more users or "collaborators" to your account:

  • Go to Settings > Collaborators, where you can manage collaborators on your account

  • From the top right corner, click "Add a Collaborator"

  • Fill in the required details for your new collaborator (Name, Email, and Password)

  • Choose the desired role for your collaborator according to the needed permission level

  • Using the checkboxes, select the one or more sites for which you would like to grant the collaborator access to

  • Click Submit

Collaborators will not receive any notifications. You need to send the credentials to the collaborator.

 

Collaborators Access Control

You can assign a different set of access levels for each available site, or even specific sections of a site. Collaborator accounts can have one of the following predefined role levels, along with their corresponding permissions:

Role

Permissions

Admin

Allows unlimited access to your Pelcro account. The collaborator member can manage the account and the financial information.

Support

Allows limited access to your Pelcro account. The collaborator can view customers, billing, tickets, and newsletters sections.

Agency

Allows limited access to your Pelcro account. The collaborator can view import section.

Sales

Allows limited access to your Pelcro account. The collaborator can view the customers, subscriptions, eCommerce, coupons, and import sections.

 

Managing Collaborators

You can access your site collaborators section by expanding the top right navigation menu under your name. From the dropdown menu, choose Settings > Collaborators. When you arrive at the collaborators section, you'll see a list of your current site collaborators, with name, email address, and permission level.

  • To Edit a collaborator, go to Settings > Collaborators

  • You'll see the list of the collaborators for your site. Click on the three dots "···" menu to the right-most column of the desired collaborator, followed by "Edit Collaborator"

  • You will be able to edit a collaborator's first name, last name, and phone number

  • To Delete a collaborator, go to Settings > Collaborators

  • Click on the three dots "···" on the right of the selected collaborator, followed by "Delete Collaborator"