Skip to main content
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.
1
Navigate to Settings > Organization
2
Click the ‘Add member’ button
3
Enter the email address(es) of your team members
4
Press Save
5
Each new team member will receive an email invitation that will expire in 7 days
6
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: [image here]

​
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.