How to Manage Your Team Members

Recapture gives you full control over who can join your Recapture account to handle all different kinds of activities. This is all done through the Teams menu on the right-side of your Recapture dashboard or any other screen:

When you select Teams, you'll be shown the list of all people who are currently on your Team and what role they have within it. Here's an example of a Team that is already configured:

Your Team can have two types of members on it: Direct Team Members (those who are associated with the store you're logged into) and Linked Members (those who are associated to your Team because they are active on a linked store).

If you only have one Recapture account, then you will only have Team Members. If you have multiple linked stores on Recapture (as happens with SSO configurations or with multiple Shopify stores under the same admin email), then you can have both.

Every Team will always have an Owner, and this Owner is the administrator of the team. Owners cannot be removed or deleted. They can be changed or transferred if you need to do that, though (e.g. if you sell the store and need to give the new buyer the Owner role)

Adding New Team Members

1. To add a new member to your Team, click on Add Team Member at the top right. You'll see this dialog:

2. Enter their email address and pick the Role you want to give them on your Team:

Available Roles and what they do:

• Admin: This person has the ability to everything that the Owner can do (manage the team, view analytics for all campaigns, create/edit/disable all types of email campaigns, setup popups, view invoices and change the payment method). The only thing they cannot do is change the Owner. Only the Owner is allowed to do that.
• Campaign Manager: This person can create, edit, or delete any email campaigns (abandoned cart, winback, post purchase, welcome emails) or setup popups. They can view all reports related to campaigns. They cannot manage payments, see invoices or manage the team (invite or edit members).
• Reporting: This person has access to all the Analytics screens for every email campaign, as well as the Email Performance Dashboard. They cannot create, change or delete any campaign, nor can they update the payment information or see any invoices for the account. They also cannot manage the team.
• Payment Handler: This person has access to the Billing section only. They can update the credit card on file, cancel the paid account, and also view all invoices for the account. They do not have access to anything else except the Dashboard.
• Accounting: This role is like Payment Handler, but they lack access to change the credit card or cancel the account.

3. Select the appropriate Role for the person you wish to invite, and click on Send Invite. Once that's complete, you'll see this:

Now your Manage Team screen will have Pending Invitations:

4. Once the person accepts the Invitation, you'll see them under Team Members. Otherwise, if they don't respond you can resend the email to them using the Resend button or remove the invitation if you change your mind by clicking Delete. Here's what the team looks like after the person accepts the Invitation:

Editing Existing Team Members

Once you have a team consisting of an Owner and at least one additional member, you'll see options that you can manage for other members of the team:

You can't edit yourself as an Owner, nor can you remove yourself from the team.

Things you can do with other team members as the Owner:

• Edit their role
• Make them an owner
• Remove them from the Team

Edit Someone's Role

If you click Edit, you can change someone's Role or disable them:

Disabling them keeps them on the Team, but it prevents them from being able to login.

Switching Ownership of the Store

You can also make someone else an Owner of the store (which is helpful if you transfer ownership of the store to a new person) by clicking the Make Owner button:

If you click on the Make Owner button, you'll be asked to confirm that this new person will be the owner:

Be careful with this option! Once you lose ownership of the store, you cannot bring it back without getting the help of the new owner.

Remove a Team Member

If you click the Remove button, you'll see this dialog:

And you'll be asked to confirm removing them. If you delete a member, they will lose access to your store and will no longer show up in your team list.