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Add a User to Your Store

You can easily add a new user to your Phoenix store. This allows multiple team members to access your store with the right permissions for support, administration, or merchant management.

Follow these steps to add a new customer support agent or partner:

  1. Log in to your Phoenix Dashboard.

  2. In the left navigation panel, select Admin > Users.

  3. Click + Add User to open the user creation window.

  4. Fill in the following fields:

    • Client: Select your client name from the dropdown list.

    • Store: Choose the store where you want to add the new user. You will see a list of stores associated with your client account. Select the correct one.

    • Name: Enter the user’s full name (for example, Fernando – Customer Service).

    • Email: Enter a valid email address. This address will receive the authentication link for account access.

    • User Type: Choose one of the following roles:

      • Accountant: Provides access to financial reports and accounting-related data.

      • Analyst: Grants visibility into analytics and reporting insights.

      • Analyst + Support + Subscriptions: Gives combined access to analytics, support tasks, and subscription tools.

      • Customer Support: Provides limited access for handling basic customer support tasks.

      • Customer Support Admin: Grants full access, including the ability to manage other support users.

      • Front-End Dev Access: Provides access to developers working on checkout or UI implementation.

      • Gateway Administrator: Allows management of processors, routing, and gateway configuration.

      • Merchant Access: Grants partner-level access for business management.

    • Status: Select Active from the dropdown menu to enable the user immediately (this option is selected by default).

  5. Click Confirm to save the new user.

    Manage Access Levels Carefully

    Grant only the necessary permissions for each role to maintain account security. If a user no longer needs access, deactivate or remove them from the list immediately.

Once created, the new user will appear in the Users list under Admin. You can edit or remove their access anytime by clicking the pencil (edit) or trash (delete) icons in the Actions column.

Continue managing your store and team with these guides: