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Kaip efektyviai tvarkyti personalo leidimus internetinėje parduotuvėje

12 min read

When you need an extra set of hands to handle the growing demands of your online store, you know you’re on the right track. Cheers to all business owners building their online store from the ground up!

Every business is unique, yet all employees share a common need. Whether they are store managers, dizaineriai, kūrėjai, or marketers,—they require access to your online store to carry out their responsibilities effectively.

But you don’t want to give away full access to your store to everyone as it can become difficult to manage–what should you do?

Keep reading to discover how to onboard staff or any external contractors efficiently while limiting access to your store’s sensitive information.

The Importance of Managing Staff Permissions

In the US, there are 33.2 million small businesses, but only 16% of them have up to 19 darbuotojų. Taigi, it’s not surprising that when a business owner starts hiring, staff permissions are not their first priority. Tačiau, just granting full access to an online store is probably not the best idea.

In the US, just 16% of small businesses have 1-19 darbuotojų (Šaltinis: Forbes Advisor)

For an online store owner, one of the most important parts of onboarding new hires is managing their individual store access. Pavyzdžiui, if you were to hire a marketing assistant and an accountant, it would make sense to grant them different permissions to your online store.

Having unique employee access levels is essential for several reasons:

  • Saugumas: Ensure that only authorized employees can access sensitive information and critical functions, lowering the possibility of unauthorized actions.
  • Efficiency: Streamline workflows and reduce administrative work by granting specific permissions to team members based on their roles. Each employee can strictly focus on their designated tasks without being overwhelmed by unnecessary information or functionalities.
  • Control: Maintain control over your online store. You can assign appropriate permissions and restrict access to certain sections, ensuring that employees only have the tools they need to fulfill their duties and excel at their jobs.
  • Accountability: Have better accountability within your organization. Tracking activities and limiting access makes it easier to identify the responsible party if any issues arise.
  • Flexibility: Delegate tasks and responsibilities more effectively. Employees can be assigned roles with specific permissions, allowing them to perform their duties efficiently without worrying about accidentally modifying or deleting crucial data.

How to Manage Staff Accounts in Your Online Store

When choosing an ecommerce platform for your store, it’s vital to ensure that it allows you to add and manage staff with different permissions.

It doesn’t matter if you have a big team that needs access to an online store or just 1-2 employees helping you with orders. When it comes to sensitive data like your customersinfo or billing information of your online store, it’s critical that only authorized employees have access to it.

If you’re using Ecwid by Lightspeed, you can easily assign and manage staff accounts in your online store to give your team members different types of access to your store.

Sign up for Ecwid to set up a new store or migrate your existing one. Besides a superb online store and smart staff accounts, you’ll get additional benefits like selling on social media and marketplaces.

An example of an online store created with Ecwid by Lightspeed

To add staff members to your Ecwid store, go to your Ecwid admin, My Profile → Staff Accounts → Add Staff Member. Don’t forget to tick the permissions you intend to give to this staff member!

Here are all available staff permissions you can grant in your Ecwid store:

  • Pardavimai: Leiskite savo darbuotojams valdyti užsakymus, apleistų vežimų, ir klientų sąrašus.
  • Katalogas: Leiskite savo darbuotojams valdyti produktus ir kainas, sekti inventorių, atnaujinti atsargų lygius, ir tvarkyti produktų kategorijas bei dovanų korteles.
  • Rinkodara: Leisti darbuotojams valdyti reklamos kampanijas, nuolaidos, naujienlaiškiai, ir automatizuoti el.
  • Ataskaitos ir analizė: Leiskite darbuotojams valdyti parduotuvės analizės įrankius ir peržiūrėti ataskaitas bei pardavimo statistiką.
  • Interneto svetainė: Leiskite darbuotojams tvarkyti jūsų el. prekybos svetainę (dar žinoma kaip momentinė svetainė) ir pakeisti svetainės adresą. Pliusas, pridėkite savo internetinę parduotuvę prie kitų svetainių.
  • Pardavimo kanalai: Leiskite darbuotojams valdyti pardavimą socialinėje žiniasklaidoje ir prekyvietėse.
  • Parduotuvės nustatymai, siuntimas, ir mokėjimo būdai: Leiskite darbuotojams pakeisti parduotuvės įstatymą, mokesčių, ir kitus nustatymus. Taip pat galite leisti jiems tvarkyti administratoriaus ir klientų pranešimus, mokėjimas, siuntimas, ir daugiau informacijos, susijusios su parduotuvės nustatymais.

What’s great about managing staff permissions in your Ecwid store is that galite derinti leidimus, kaip norite. Pavyzdžiui, you can grant your marketing specialist access to Marketing and Reports. Arba, let your store manager handle Sales, Katalogas, and Sales channels. Tuo pačiu metu, you’ll be able to restrict access to tools that they do not require.

Choose which permissions you want to give your team members

Note that as the store owner, peržiūrėti galite tik jūs, papildyti, ir pašalinti personalo narius, suteikti leidimus, žr. atsiskaitymo informaciją, and change the store’s subscription.

Learn more about staff permissions as well as adding, managing, and removing staff accounts in your Ecwid store in our Pagalbos centras.

What Business Tasks You Can Delegate

Growing a business is impossible without delegating tasks to your team. A business owner’s to-do list is neverending, and it’s hard to truly grow when you’re the only person handling the day-to-day tasks.

Employees can become the driving force for product launches, rinkodaros kampanijas, and customer service initiatives. Especially during the hottest season for anyone selling online—Black Friday and Cyber Monday.

As the business owner, you are responsible for ensuring every employee has the tools and resources to do their job efficiently. By granting access to your store’s backend, you can ensure that each staff member knows what they are responsible for and can take care of any necessary updates or changes quickly.

Pavyzdžiui, you can delegate some tasks to:

  • Store managers to manage sales, update product details, and control stock
  • Fulfillment operators to prepare orders for shipping, delivery, or in-store pickup
  • Marketing managers to set up popups and banners, vykdyti akcijas, ir pridėkite „Facebook Pixel“ arba „Google Analytics“, kad įvertintumėte skelbimų našumą
  • Kūrėjai norėdami tinkinti savo el. prekybos svetainę
  • Dizaineriai valdyti savo internetinės parduotuvės dizainą ir įkelti fotografijas ar vaizdo įrašus.

Geriausia internetinės parduotuvės užduočių perdavimo praktika

Taigi, nusprendėte kai kurias internetinės parduotuvės valdymo užduotis pavesti savo darbuotojams. Sveikinu! Bet ar norite pasidalinti savo prisijungimo vardu ir slaptažodžiu su šiuo asmeniu?? And give them access to everything in your online store? It seems like this is not the best idea as it can get difficult to manage.

Here are some ways that you can ensure your online store runs smoothly while delegating business tasks:

Suteikite prieigą tik tiems, kuriems to reikia

Atsargiai apribokite prieigą prie jautrios programinės įrangos, pvz., el. prekybos ar apskaitos platformų. Tas pats pasakytina ir suteikiant prieigą prie savo prekės ženklo socialinės žiniasklaidos paskyrų – nenorite leisti kiekvienam komandos nariui skelbti savo prekės ženklo vardu.. Tokiu būdu, you know who is working on what.

Taikykite saugumo procedūras

To ensure your online store data is safe from unauthorized access, padeda turėti saugumo procedūrų rinkinį. Tai gali apimti:

  • Reikalauti, kad jūsų komandos nariai prisijungdami naudotų stiprius slaptažodžius ir dviejų veiksnių autentifikavimą
  • Saugių mokėjimo šliuzų naudojimas, pvz., „Lightspeed Payments“., Juostelė, arba PayPal
  • Reguliarus programinės įrangos atnaujinimas ir duomenų atsarginių kopijų kūrimas
  • Ensuring every employee completes ecommerce security training.

For more information on protecting your online store, read the article below.

Onboard Before Granting Access

Ensure your new hires and contractors have gone through the onboarding and training process before granting them access, as this will help them navigate through your store and tools efficiently.

Pavyzdžiui, if you use Ecwid by Lightspeed as your ecommerce platform, you can give your team members a guided tour on navigating the Ecwid admin. Pliusas, you can share links to our Pagalbos centras arba video tutorials.

Assign Permissions Depending on the Role

Create individual user accounts for each employee—never share one account with multiple users. This will help keep track of who did what in the online store. Assign roles and permissions so that each employee can perform their duties with ease.

Revoke Permissions from Former Staff Timely

To ensure the efficiency of your store, it is highly recommended that you periodically review and update the list of staff accounts. By removing any inactive or former staff members from your account, you can safeguard sensitive information and streamline the management of your store’s operations.

If you use Ecwid to sell online, you can see all the staff members who have access to your store on the Staff Accounts page of your Ecwid admin. Čia, you can edit permissions or revoke access altogether.

Removing staff member access from the Ecwid store

Manage Your Staff Accounts Easily with Ecwid

Now that you’re in the loop about staff permissions and how they can help level up your ecommerce store management, it’s time to take charge.

Su Lightspeed Ecwid, you can easily manage who has access to what part of your store in one place. You can assign different permission levels to each user so only authorized staff members can access sensitive information or customer data. Tokiu būdu, you can rest assured that your online business is running smoothly, and your employees are ready to take it to the top!

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About the author

Anastasia Prokofieva is a content writer at Ecwid. She writes about online marketing and promotion to make entrepreneurs’ daily routine easier and more rewarding. She also has a soft spot for cats, chocolate, and making kombucha at home.

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