Add members to a retail organization

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add members to your organization to enable them to view and complete tasks within your retail organization.

    Antes de Iniciar

    Role required: sn_rtl.retail_admin

    Procedimento

    1. Navigate to All > Retail Service Management > Retail Organization.
    2. Choose the retail organization.
    3. Select Add Members under Related Links.
    4. Fill in the following fields.
      Field Description
      Retail Organization The associated retail organization that the member should be added to.
      Add Member Denotes if this user is a new member or an existing member.

      If this user is an existing member, you can use the Members panel to select the person from the Available panel. Then, use the right arrow to move them into the Selected panel.
      First Name Member's first name.
      Last Name Member's last name or family name.
      User ID The associated user ID of this member.
      Email The email address associated with this member.
      Member Type The type of member. Options are:
      • Store associate
      • Store associate - Fulfiller
      • Store manager
      • Area manager
      • Area manager - Fulfiller
      • Regional manager
      • Regional manager - Fulfiller
    5. Click Submit.

    O que Fazer Depois

    Ensure that this member has the appropriate role. For more information, see Assign roles to Retail users.