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How to Manage Staff Permissions Efficiently in Your Online Store

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, projektanci, programiści, 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

W Stanach Zjednoczonych, there are 33.2 million small businesses, but only 16% of them have up to 19 pracownicy. Więc, Nie jest to zaskakujące, gdy właściciel firmy zaczyna zatrudniać, uprawnienia personelu nie są ich najważniejszym priorytetem. Jednakże, samo przyznanie pełnego dostępu do sklepu internetowego to chyba nie najlepszy pomysł.

W Stanach Zjednoczonych, Tylko 16% małych firm ma 1-19 pracownicy (Źródło: Doradca Forbesa)

Dla właściciela sklepu internetowego, Jedną z najważniejszych części wdrażania nowych pracowników jest zarządzanie ich indywidualnym dostępem do sklepu. Na przykład, gdybyś zatrudnił asystenta ds. marketingu i księgowego, it would make sense to grant them different permissions to your online store.

Having unique employee access levels is essential for several reasons:

  • Bezpieczeństwo: 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.

Zarejestruj się w 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:

  • Obroty: Pozwól swoim pracownikom zarządzać zamówieniami, porzucone wózki, i listy klientów.
  • Katalog: Pozwól swoim pracownikom zarządzać produktami i cenami, śledzić zapasy, aktualizować stany magazynowe, oraz zarządzaj kategoriami produktów i kartami podarunkowymi.
  • Marketing: Pozwól pracownikom zarządzać kampaniami reklamowymi, rabaty, biuletyny, i automatyczne wiadomości e-mail.
  • Raporty i analizy: Enable staff to manage store analytics tools and view reports and sales stats.
  • Strona internetowa: Pozwól pracownikom zarządzać Twoją witryną e-commerce (czyli witryna natychmiastowa) i zmień adres strony internetowej. Plus, dodaj swój sklep internetowy do innych witryn.
  • Kanały sprzedaży: Pozwól pracownikom zarządzać sprzedażą w mediach społecznościowych i na platformach handlowych.
  • Ustawienia sklepu, wysyłka, i metody płatności: Umożliwienie pracownikom zmiany przepisów prawnych sklepu, podatek, i inne ustawienia. Możesz także pozwolić im na zarządzanie powiadomieniami administratora i klientów, Zapłata, wysyłka, i więcej szczegółów związanych z ustawieniami Twojego sklepu.

To, co jest wspaniałe w zarządzaniu uprawnieniami personelu w sklepie Ecwid, to właśnie to możesz łączyć uprawnienia, jak chcesz. Na przykład, możesz przyznać swojemu specjalistowi ds. marketingu dostęp do funkcji Marketing i raporty. Lub, pozwól swojemu menadżerowi sklepu zająć się sprzedażą, Katalog, i kanały sprzedaży. W tym samym czasie, będziesz mógł ograniczyć dostęp do narzędzi, których nie potrzebują.

Wybierz, jakie uprawnienia chcesz przyznać członkom swojego zespołu

Pamiętaj, że jako właściciel sklepu, tylko Ty możesz oglądać, dodać, i usunąć pracowników, udzielić uprawnień, zobacz informacje rozliczeniowe, i zmień abonament sklepu.

Dowiedz się więcej o uprawnieniach personelu i dodawaniu, zarządzający, i usuwanie kont pracowników w Twoim sklepie Ecwid w naszym Centrum pomocy.

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, kampanie marketingowe, 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.

Na przykład, 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, uruchamiać promocje, i dodaj Facebook Pixel lub Google Analytics, aby mierzyć skuteczność reklam
  • Deweloperzy aby dostosować swoją witrynę e-commerce
  • Projektanci aby zarządzać projektem sklepu internetowego i przesyłać zdjęcia lub filmy.

Dobre Praktyki Delegowania Zadań Sklepu Internetowego

Więc, zdecydowałeś się oddelegować część zadań związanych z zarządzaniem sklepem internetowym swoim pracownikom. Gratulacje! Ale czy chcesz udostępnić tej osobie swój login i hasło?? 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:

Zapewnij dostęp tylko tym, którzy go potrzebują

Ostrożnie ograniczaj dostęp do wrażliwego oprogramowania, takie jak platformy e-commerce lub księgowe. To samo dotyczy udzielania dostępu do kont w mediach społecznościowych Twojej marki – nie chcesz, aby każdy członek zespołu publikował posty w imieniu Twojej marki. Tą drogą, you know who is working on what.

Posiadaj procedury bezpieczeństwa

To ensure your online store data is safe from unauthorized access, pomocne jest posiadanie zestawu procedur bezpieczeństwa. Może to obejmować:

  • Wymaganie od członków zespołu używania silnych haseł i uwierzytelniania dwuskładnikowego podczas logowania
  • Korzystanie z bezpiecznych bramek płatniczych, takie jak płatności Lightspeed, Naszywka, lub PayPal
  • Regularna aktualizacja oprogramowania i tworzenie kopii zapasowych danych
  • 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.

Na przykład, if you use Ecwid by Lightspeed as your ecommerce platform, you can give your team members a guided tour on navigating the Ecwid admin. Plus, you can share links to our Centrum pomocy lub 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. Tutaj, 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.

Z Ecwid by Lightspeed, 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. Tą drogą, you can rest assured that your online business is running smoothly, and your employees are ready to take it to the top!

Zarejestruj się w Ecwid

To learn more about managing your team as a business owner, check out the following resources from our blog and podcast:

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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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