Shop Administrators and Shop Creators have the ability to grant new users access to certain features of the platform and share profits with those users. However, the types of users you create and the profits you have permission to share will depend on your user role. 

For more information about the function of each account type, please review our detailed article on the topic here.

For Shop Administrators:

Shop Administrators have the ability to add Shop Administrators, Shop Creators, and Report Viewer and can share Base Commission and any additional Product Markup that’s added when adding these users within the Company Directory.

If a Shop Administrator adds another Shop Administrator to their company directory, both Shop Administrators will have visibility into all shops created within that directory. If you’d like to share base commission between Shop Administrators, newly added Shop Administrators should be added to the Directory-level payable. For information about linking a new user to an existing payable, please review our article on payable creation. 

If a Shop Administrator adds a Shop Creator to the company directory, the Shop Creator will only have visibility into the shops they create and manage.

When a Shop Administrator adds a Report Viewer to the company directory, that Report Viewer will have access to reporting features for the directory as a whole, as well as each individual shop. If a Report Viewer is added within an individual shop, they will only have visibility into reporting functions for that particular shop. 

Adding an Account:

Click Users in the left navigation menu, then click New User Login in the top right corner of the page.

From the User Creation screen, you will enter the name and email of the person you’re inviting. Next, select the user role you’d like to assign to this user. Please note that the role you select will determine their visibility into shops within your company directory. Shop Administrators can modify the role of any users (except themselves) at any time. 

If you would like to share profit with the user you are creating, click “Enable profit sharing for this user” within the Profit Sharing module on the right side of the screen. 

After saving your changes, we will send an account invitation email to the email address you entered to let them know they’ve been invited to build shops. This email will guide them through the account activation process and connect them with training materials to help them get the most out of the platform.

If you have enabled profit sharing for this user, you will be brought to the Commissions page to create a new payable for that user.

As a Shop Administrator, you can choose to share any percentage of your commission with this Payable. This profit-sharing rule will be applied to profits in any shop this user creates or manages. For example, if you are making a 30% commission on sales and you share 50% of that commission with your new Payable, that user will make 15% of the commission on sales in their shops (half of your 30%). 

Payables can be viewed or edited at any time from the Commissions tab in the left navigation menu. 

For Shop Creators:

Shop Creators have the ability to add Report Viewers and non-user Payees to their shops. Shop Creators cannot share base commission, but can share any markup they add to products with their Report Viewers and non-user Payees. 

For information about adding a payable, please review our article on payable creation. 

Adding an Account:

From within the shop you’d like to add this user to, click Users in the left navigation menu, then click New User Login in the top right corner of the page.

From the Account Creation screen, you will enter the name and email of the person you’re inviting. Their role as Report Viewer will already be selected from the Account Roles section of this page.

If you would like to share profit with the user you are creating, click “Enable profit sharing for this user” within the Profit Sharing module on the right side of the screen. 

After saving your changes, we will send an account invitation email to the email address you entered to let them know they’ve been invited to view reports related to this shop and providing them their login credentials.

If you have enabled profit sharing for this user, you will be brought to the Commissions page to create a new payable for that user.

As a Shop Creator, you can share any percentage of your shop’s markup with your new user that you’d like. Please note that in order to share Markup with a payable in your shop, you will need to add markup to the items in your shop. 

This new Report Viewer will only see profits that are owed to them. For example, if you share 50% of the markup they will only see half the total markup in the reporting and product details within their account.

For more information on adding a non-user Payable, please review our detailed tutorial on Payable Creation. 

Creating a Payable/Payee enables profit-sharing for sales within your shops. When your company receives commission payments, each payable created will be listed as a line item, along with their earned commissions, based on the percentage you choose to share with them. 

Payables/Payees do not need to be users, but you can link users to Payables you create. 

Your company will receive a check monthly for all commissions and profits associated with its shops. Checks will be mailed to the address associated with the company’s Shop Administrator for distribution to Shop Creators and Payables. When your company receives its monthly check, they will utilize the reporting feature built into the platform to verify commission amounts owed to Shop Creators and Payables.

The Sales by Payable report will provide a summary of Total Commission owed to each Shop Creator and Shop Payable. For more information on Reporting features in the platform, click here. 

Adding a Payable for a Non-User:

If you’d like to share profit with your client without giving them access to their shop, you can create a Payable to set aside their earnings without creating them a user login. To add a Payable without creating a user, first navigate to the store you’d like your Payable to be associated with. 

Next, click Commissions in the left navigation menu. 

If profit-sharing rules already exist for this shop or directory, you will see them listed here.

If no profit-sharing rules exist, you can enable them by clicking the “Share Commissions with This Shop” checkbox.

Next, enter the name and email of the person with whom you’d like to share profits, along with the percentage of your markup you’d like to share with your Payable. This percentage can be anywhere from 1 to 100%.

If you’d like, you can also enter address information for your payable by clicking “Include optional address information for commission reporting” below the Payee name and entering the address. 

When you’re finished, click Save Changes. 

Please note that in order for Shop Creators to share markup with a Payable, you will need to add markup to your products. Only a Shop Administrator can share base commission with a Payable. 

Adding a Payable for a New User:

Shop Administrators can create Shop Administrators, Shop Creators, and Report Viewers. Each of these account types can be linked to a Payable to enable profit sharing. Linking a user to a Payable will automate the accounting of their commissions for easy distribution of their earnings. 

During the Account Creation process, you can enable profit sharing for any users you create by clicking “Enable Profit Sharing for this user” in the top right corner of the screen. 

After saving, you will be prompted to create new Payable rules for the user you’re creating. Depending on your user role and location in your account, you will be given the option to share a percentage your product markup and/or base commission. 

If you’d like, you can also enter address information for your payable by clicking “Include optional address information for commission reporting” below the Payee name and entering the address. 

In some circumstances, you may be given the option to link this new user to an existing payable. If multiple users are linked to a payable, the commissions will be attributed to both users. 

If adding multiple Shop Administrators to a company directory, each Shop Administrator should be linked to the same Payable at the company directory level.

For a step-by-step guide on how to manage your product pricing, please review our tutorial on the subject here.

Every account that’s created falls under one of 3 account types based on the main function of that account. Each account type has its own user permissions to streamline the platform experience and make it as easy as possible for each user to achieve their goals. 

You can identify your account type from within the platform by viewing your User Tile at the bottom left aspect of the screen.

Shop Administrator: 

The function of a Shop Administrator account is to invite and manage Shop Creator accounts for your company. Shop Administrators can invite as many Shop Creators as they’d like to build shops, but can also build, market, and manage their own shops if they’d like.

Shop Administrators have visibility into the success of all the shops within their account, whether they create them themselves, or add Shop Creator accounts to create them. Shop Administrators commission is built into the product pricing and they can also share a percentage of their commission with user accounts they create.

Shop Creator:

A Shop Creator is an account type whose function is to build, market, and manage shops. Shop Creators can create as many shops as they’d like and manage their shops how they see fit, but do not have the ability to create new Shop Creator accounts. Once a Shop Creator has created a shop, they are considered the Shop Owner for that particular shop.

Shop Creators only have visibility into the shops they create. Any base commission shared with them is built into their shops’ product pricing. However, they also have the ability to add additional markup to the products in their shops at any time.

Report Viewer:

Report Viewers are an account type that can view any reports associated with shops or directories to which they’re given access, but does not have access to shop creation or management functions. This user type can be created either at the directory or shop level and will have access to reports for the shop or directory in which they’re created. 

If a Shop Administrator creates a Report Viewer within the company’s shop directory, they will have access to reporting for all shops. If a Shop Administrator or Shop Creator creates a Report Viewer within a specific shop, they will only have access to reporting for that particular shop.

Payable/Payee:

Creating a Payable/Payee creates a profit-sharing rule that enables profit-sharing for sales within your shops.  When your company receives commission payments, each payable will be listed as a line item with their earned commissions based on the percentage you choose to share with them. 

Payables/Payees do not need to be users, but you can link users to Payables you create. 

• Shop Administrators can choose to share a percentage of their base commission and/or a percentage of the markup added to their company directory with Payables they create. 
• Shop Creators can choose to share a percentage of the markup they add to their shops with the Payables they create.
• Report Viewers cannot create Payables. 

For detailed instructions on Adding a Payable or Adding an Account, please review our detailed tutorials on those subjects.