Skip to main content

shopvox

Invite Team Members and Set Up Your Account

Next, get your team into shopVOX Express and set up the account settings that shape what your customers see. This lesson covers adding users, controlling what each person can access, and the settings worth reviewing first.

Add team members

  1. Click Invite Now on the setup bar, or go to Settings > Invite Team Members and select Add New User.
  2. Choose a full user, or a mobile user who signs in only through the shopVOX Go app.
  3. Enter the user’s name and email. Title, initials and phone number are optional.
  4. Set their responsibilities (sales rep, production manager, project manager or designer) so they only appear in the dropdowns that apply to them.
  5. Under Account Permissions, assign a role. You can also limit sign-in to your shop’s static IP address.
  6. Click Save User and confirm the billing charge.

Control access with roles

Roles let you give several people the same access level. In the Roles section of the team menu, each permission can be set to editable (create and change), visible (view only) or hidden (no access).

Account settings to review first

  • Logo and business details: your business name, email and phone number appear on quotes, orders and invoices.
  • Week start: sets how your calendar displays.
  • Catalogs: important if you sell apparel. Skip it if you don’t.
  • Emails & Notifications: set up your email templates and notification settings.
  • Proof Approval: controls what customers see and agree to when they review a proof.
  • Business Address: used mainly on purchase orders.