Documentation Index
Fetch the complete documentation index at: https://docs.retail-q.com/llms.txt
Use this file to discover all available pages before exploring further.
Note: these instructions are only relevant to organization admins. Organization members cannot add other members. Speak to your organization admin for access.
Adding new members
It’s easy to add team members in retailQ.
Navigate to Settings > Organization
Click the ‘Add member’ button
Enter the email address(es) of your team members
Each new team member will receive an email invitation that will expire in 7 days
To accept the invitation, press the link in the email. Please check spam if you do not see the invitation within a few minutes. Users will be directed to verify their email and create an account. The user must use the email which was invited. If a user needs to use a different email, revoke the initial invitation and send a new one to the new email.
Creating new admins
Warning: Giving a user admin permissions means that they can add other people to your organization (giving them access to your data), and they can provide/revoke admin permissions from other members. Proceed with care!
To create a new admin, first follow the instructions above to create a member account for them.
Then, in Settings > Organization, you should see a dropdown option to change their role to from member to admin:
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Role-based access permissions
Setting up more complex access permissions, including which data different members have access to, is a feature restricted to customers on the Enterprise plan. Please contact support to set this up.
