Adding new users #
Clerk.io supports a single User to have access to as many Companies and Stores as they want.
Due to this, we recommend that every person using Clerk.io creates their own User with their own email. This way, you don’t have to share logins or passwords.
Go to your Clerk.io Home screen and find the company you want to add a User to. You do this by clicking the Store name in the upper left corner, and then on your Company name:
Then click the Users icon in the left-side menu.
On the Users screen, click Invite New User:
Enter the email of the user you want to add and click Add User to give them access.
If a User already has access to another Clerk.io Company, they will automatically have access to your Company next time they log in.
If they haven’t used Clerk.io before, they will get a welcome email with a link for creating a User. After this, they will have access to your Clerk.io Company.
Removing Users #
To remove a user from your Company, go to your Clerk.io Home screen and find the company you want to add a User to. You do this by clicking the Store name in the upper left corner, and then on your Company name:
Then click the Users icon in the left-side menu.
Click Remove User next to the user you want to remove, and confirm the action.
The user is then removed from your Company.
User Roles #
In larger teams not all users are equal. We use roles to define who should have access to different things in Clerk.io.. Right now there are 6 types of users:
Admin: Admins can do everything including user management, store creation and billing management.
Manager: Managers can manage users but not create stores, access billing or handle store API keys.
Member, Developer and Agency: These users can’t manage users, store creations or billing. Only developers can handle API keys.
Every user with any of those roles can still work with any Clerk.io store.
- Store member: These users can only access specific stores. Admins or managers can set their permissions when sending them an invitation or by editing their profiles.
Inviting new users #
Users with Admin or Manager roles can add new team members to a Clerk.io account.
To do so, they just need to:
- Access the “Company” section (from the top menu) and navigate to the “Users” page in the lateral menu.
- Click the button “Invite new user”.
- Add the new user’s email and the role that better fits their needs.
If a user already has access to another Clerk.io Company, they will automatically have access to your Company next time they log in.
If they haven’t used Clerk.io before, they will get a welcome email with a link for creating a new user. After this, they will have access to your Clerk.io Company.
Once the invitation has been sent, and while the new user has not accepted it, Admins and Managers will be able to revoke it by clicking the “Revoke invite” icon under the “Invited users” tab.
Changing User Roles #
Admins can change user roles directly from the Users section.
To do so, they just have to click on the “Edit” icon next to the user they want to edit. When it comes to Store members, they can also set or change the stores those users can access.
Users with access to multiple companies #
When an agency’s or developers email address has been added to multiple accounts they will be able to see all of their accounts and stores when they login to their Dashboard.
Clicking the company name in the top right corner will show the list of Accounts you are attached to, and the Stores for each account listed below them:
In contrast, the owners and marketeers for each individual store, will only be able to see their own account:
This makes it easy for agencies and developers to get quick access to all the webshops they are working for.