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Managing Your Team in Tapcart

Tapcart supports multi-user access so your whole team can collaborate on your app. Here's how roles work and how to add someone new.

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Roles

Owner

Full access. Admins can publish changes, send push notifications, manage integrations, edit the app, and manage team members. The account owner is always an Admin.

Marketer

Full access to marketing features. Marketers can create and send push campaigns & view campaign analytics.

Developer

Full access to development features. Developers can edit the app configuration and view app analytics but cannot manage campaigns or integrations.

Analyst

Full access to analytics. Analysts can view all analytics dashboards but cannot make changes to the app or campaigns.

Read Only

Read-only access. Members can browse the dashboard, view analytics, and preview app configurations β€” but cannot make or publish changes. Useful for stakeholders who need visibility without edit access.

Setup

Tapcart access is tied to your Shopify store. Before a new user can log in to Tapcart, two things need to happen in Shopify first.

Add them as a Staff account in Shopify

  1. In your Shopify admin, go to Settings > Users and permissions

  2. Click Add staff

  3. Enter their name and email, set their Shopify permissions, and send the invite

    1. Note: Ensure that the Tapcart sales channel is selected.

  4. They'll need to accept the invite and create their Shopify account

A staff account without Tapcart sales channel access will not be able to log in to the Tapcart dashboard.

Adding the User in Tapcart

Once they have Shopify access, when they log in for the first time via Shopify, their Tapcart account will be automatically created and linked.

They will be assigned a Read Only role by default, so if they need edit access, you can change their role in the dashboard.

Changing Someone's Role

Only Owners can change a team member's role

  1. Go to Settings > Team

  2. Find the team member

  3. Click their current role and select a new one

  4. Changes take effect on their next login

Removing a Team Member

Only Owners can remove a team member

  1. Go to Settings > Team

  2. Find the team member

  3. Click the trash icon next to their name and confirm

Note: Removing someone from Tapcart does not remove their Shopify staff account. To fully revoke access, also remove their Shopify staff account or disable their Tapcart sales channel access in Shopify.

FAQ

Can someone have Admin in one store and Member in another?

Yes. Roles are per-organization. If a user has access to multiple Tapcart stores, they can have different roles on each.

Why can't I see the Team section?

You may have to log out and log back in for the feature to work properly

What can a read only user see?

Everything β€” analytics, app configuration, push campaigns, integrations β€” but all edit and publish controls will be disabled. They can preview but not change anything.

A new user says they can't log in. What do I check?

  1. Do they have an active Shopify staff account?

  2. Does their Shopify staff account have access to the Tapcart sales channel?

  3. Are they logging in via the correct Shopify store URL?

If all three check out, have them try again or reach out to Tapcart support.

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