User Management

Learn how to invite team members, assign roles, and manage permissions within your MerchantOps organization.

A walkthrough of managing users and permissions in MerchantOps.

Overview

MerchantOps supports team collaboration with role-based access control. Organization owners can invite team members and assign them specific roles that determine what they can see and do within the platform.

Available Roles

MerchantOps provides three role levels with different permission sets:

Role	Description	Key Permissions
Owner	Full organization control	All permissions, billing, delete organization
Admin	Manage products and users	All product operations, invite/remove members
Editor	Create and edit products	Create, edit, enrich, export products
Viewer	Read-only access	View products and reports only

Detailed Permission Matrix

Permission	Owner	Admin	Editor	Viewer
View products	Yes	Yes	Yes	Yes
Create products	Yes	Yes	Yes	No
Edit products	Yes	Yes	Yes	No
Delete products	Yes	Yes	Yes	No
Enrich products	Yes	Yes	Yes	No
Export products	Yes	Yes	Yes	No
Manage attributes	Yes	Yes	No	No
Manage product types	Yes	Yes	No	No
Invite members	Yes	Yes	No	No
Remove members	Yes	Yes	No	No
Change member roles	Yes	Yes	No	No
Manage billing	Yes	No	No	No
Delete organization	Yes	No	No	No

Inviting Team Members

To invite a new team member to your organization:

Navigate to Settings in the left sidebar
Click on Members
Click the "Invite Member" button
Enter the person's email address
Select the appropriate role from the dropdown
Click "Send Invite"

The invited user will receive an email with a link to join your organization. If they don't already have a MerchantOps account, they'll be prompted to create one.

Tip:Invitation links expire after 7 days. If someone hasn't accepted their invitation, you can resend it from the Members page.

Changing Member Roles

To change an existing member's role:

Go to Settings → Members
Find the member in the list
Click on their current role badge
Select the new role from the dropdown
Confirm the change

Note:Only Owners and Admins can change member roles. Admins cannot promote members to Owner or change the Owner's role.

Removing Members

To remove a member from your organization:

Go to Settings → Members
Find the member you want to remove
Click the menu icon (three dots) next to their name
Select "Remove from organization"
Confirm the removal

Removed members will immediately lose access to your organization. Their previous edits and contributions remain in the system and are attributed to their account.

Warning: This action cannot be undone. The removed member will need a new invitation to rejoin the organization.

Managing Pending Invitations

You can view and manage pending invitations from the Members page. Pending invitations show:

Email address of the invitee
Assigned role
When the invitation was sent
Expiration status

For pending invitations, you can:

Resend: Send a new invitation email
Cancel: Revoke the invitation before it's accepted

Best Practices

Role Assignment

Start with the least privilege:Assign the minimum role needed for each team member's responsibilities
Limit Admin access: Only users who need to manage other members or configure organization settings should be Admins
Use Viewer role for stakeholders: Give read-only access to people who need to review but not modify data

Security

Regular audits: Periodically review your member list and remove access for people who no longer need it
Prompt removal: When someone leaves your team, remove their access immediately
Monitor activity: Check the audit log for unusual activity patterns

Frequently Asked Questions

Can I have multiple Owners?

No, each organization has exactly one Owner. If you need to transfer ownership, contact our support team.

What happens to a member's work if they're removed?

All products, edits, and other contributions remain in your organization. The audit trail will continue to show their username for historical records.

Is there a limit on team members?

Member limits depend on your subscription plan. Check your current plan details in Settings → Billing.

Next Steps

Now that your team is set up:

Start uploading documents to import your product data
Set up attributes to standardize your product information
Monitor jobsto track your team's enrichment progress