Give a merchant portal access
Invite the merchant to their portal, choose which pages they get, and see which stores are linked.
- Your role has the Edit merchant settings permission. Sending an invite or a password reset needs Reset portal password or admin rights.
Choose the pages the merchant gets
Find Merchant portal pages in the merchant’s Settings.
Merchant portal pages
- The pages this merchant can open in their portal, shown as chips.
- Manage pages opens the box where you switch each page on or off.
Switch pages on or off
Press Manage pages.
- A switch for each page. Dashboard, Import, Order Issues, Finance, Rates and Reports can each be turned on or off. A page that is off disappears from the merchant’s menu.
- Orders and Settings are always on and cannot be switched off.
Invite the merchant, or reset their password
Each merchant has one login. The invite and the reset are one-time links by email, sent in your company’s name. The invite works for 7 days and a reset for 1 hour.
- Portal login status. Not invited, Invite pending or Active. It reads “Read-only” while the merchant is suspended and “Disabled” when archived.
- Last login. The date and time of the last sign-in, or “Never logged in”.
- Send invite (Not invited). Emails the portal invite to the login email, and the status becomes Invite pending.
- Resend invite (Invite pending). Sends the invite again.
- Send password reset (Active). Sends a reset link to the login email.
Set the account manager
In Team & access, choose who looks after the merchant.
Team & access
- Account manager. An internal user, or “None”.
- A label only. It gives that user no access. A Sales user sees only the merchants selected for them in Users & roles.
See the linked stores
The store integrations show only the status.
Store integrations
| Salla | 2 Linked · Al Noor Store · last order 12 min ago | 3 3 failed |
| Shopify | 2 Linked · Al Noor Shop · last order 2 h ago | |
| Zid | 4 Not linked | |
| WooCommerce | 4 Not linked |
- The platforms. Salla, Zid, Shopify and WooCommerce, with the link status for this merchant.
- Linked. The store’s name and the time of its last order.
- N failed. Orders from the store that could not be created. It opens Order Issues.
- Not linked. This merchant has no store on that platform yet.
- Manage in Integrations opens the company Integrations page, where you attach the merchant to a store. The profile only shows the status.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
The merchant did not get the invite.
Check the login email in Settings. Press Resend invite. The link works for 7 days.
Can a merchant have several logins?
Not yet. Each merchant has one login. Team members come later.
Can I change what a merchant sees later?
Yes. Open Manage pages and switch a page on or off. Orders and Settings are always on.
Zid and WooCommerce show as not linked.
Salla and Shopify come first. Zid and WooCommerce follow in a later release.