Invite teammates and manage their access

Invite users to Bigblue while keeping sensitive data and actions protected. Assign each person only the access they need—and update it as their responsibilities change.

Before you start

You need the Manage users permission to invite teammates or change their roles. It's included in the Administrator role. If you can't see these options, ask one of your account administrators for help.

Invite a teammate

1. Go to Settings > Users
2. Click Create user
3. Enter the teammate's first name, last name and email address.
4. Choose one or more roles based on what they need to do.
5. Click Create

Your teammate receives a welcome email and shows as Invited until they activate their account.

Choose the right role

Control access more precisely

• Grant temporary access: set an expiry date for a role—for example, for a seasonal teammate or external partner. When it expires, the person keeps only their other roles.
• Create custom roles (Plus plan only): choose the exact permissions your organization needs.
• Limit the scope  (Plus plan only): restrict access to specific orders, order types, shops, or warehouses.

Manage existing teammates

In Settings > Users, you can:

• Filter users by status: Active, Invited or Inactive.
• Open the Roles tab to see every role and how many users have it.
• Open a user's page to add or remove roles, or set temporary access.
• Deactivate a user. They lose access to the account and free up their seat. You can reactivate them later.
• For teammates who haven't accepted their invitation yet, use Copy invitation link to send it to them yourself, or Uninvite user.

Give each team access to only its part of the business (Plus plan)

The default roles work well for most teams. With Plus, you can go further:

• A B2B sales team that sees only B2B orders. Create a role that covers B2B orders and nothing else.
• A warehouse partner who sees only their site. Limit orders, inbound shipments and work orders to one warehouse.
• An agency that handles returns without touching billing. Pick exactly the permissions they need.
• Your whole team on board. Plus has no seat limit.

To set this up, go to Settings > Users, open the Roles tab and click Create role. Start from scratch or from a copy of an existing role, then limit its access by sales channel, destination country, order type or warehouse if needed.

On another plan? Contact your account manager.

Frequently asked questions

Can a teammate have several roles?

Yes. Their permissions combine.

Can a Viewer see customer details?

No. Viewers cannot see customer details or edit data.

Who can invite users or change their roles?

Only users with the Manage users permission. It's included in the Administrator role and in any custom role that grants it.

What happens when a user is invited?

They receive a welcome email from Bigblue to activate their account. They can then choose to sign in with Google, with Microsoft, or with their email address. With email, there's no password: each time they sign in, they get a one-time magic link by email.

Can the same person be a member of several Bigblue accounts?

Yes. You can invite the same email address to as many Bigblue accounts as you need, one invitation per account. Once they've joined a second account, an account switcher appears at the top of the sidebar so they can move between them. Their roles and permissions are set separately in each account.