The Elective merchant app is designed for you to invite and work with your team members directly on the app.
Feature Access
Team management is only available for merchants on our Launch and Scale plans.
| Plan | Number of Users |
| Funding | 1 User Account |
| Launch | 3 User Accounts |
| Scale | Unlimited User Accounts |
Inviting Your Team
Inviting your team onto the Elective app is a simple process.
- Start by accessing the "Team" tab in "Settings".
- Click the "Invite" button to invite your team members.
- Input the email of the team member you want to invite and choose their user role, then hit "Send Invite".
- Your team member will receive an email from Elective that will prompt them to create an account.
- They will be given step-by-step instructions on how to activate their account.
- Once completed, they're ready to join you on Elective!
User Roles & Permissions
There are five user roles on Elective that you can assign to your team members. Here is a breakdown of their permissions.
| Role | Details |
| Admin |
This role is for people who need similar access as the account owner. This role can view and manage almost everything. Authorized:
Unauthorized:
|
| Sales Manager |
This role is for people who need similar access as the Admin but do not have the ability to view or modify banking details. Authorized:
Unauthorized:
|
| Sales Representative |
This role is for people who need to view orders, payments, checkouts, customer information, and manage customer applications. Authorized:
Unauthorized:
|
| Support Specialist |
This role is for people who need to view orders, payments, checkouts, customer information and perform support actions like issuing refunds. Authorized:
Unauthorized:
|
| View Only |
This role is for people who need to view all dashboards and export data, but cannot perform any other actions. Authorized:
Unauthorized:
|