Staff and roles
Open Settings → Staff and roles. Staff appear after they open Termpact once. On some Shopify plans apps can’t read your full staff list, so ask a teammate to open Termpact and they’ll appear.
| Role | Can do |
|---|---|
| Owner | Everything, including staff roles and billing. Only owners can make other owners. |
| Admin | Everything, including staff roles and billing. |
| Pricing manager | Price lists, rules and purchase order review. |
| Credit manager | Credit limits, holds, invoices, payments, applications and purchase order review. |
| Viewer | Can look at everything, can’t change anything. |
The store’s account owner is always an owner. New staff start as viewers.
Termpact always keeps at least one owner: make someone else an owner before you change your own role. Every role change is in the activity history, and so is every attempt to do something a role doesn’t allow.
Pending roles
Section titled “Pending roles”To give someone a role before they’ve opened Termpact, add their email and the role under Pending roles. The role is applied the first time a staff member with that email opens the app.
Weekly summary email
Section titled “Weekly summary email”Owners and admins get a short email every Monday at 8:00 (store time) about the week before: money collected, invoices issued, what’s overdue and how that changed, purchase orders processed, holds placed and released, applications, and whether anything needs a look on System status. Amounts are shown per currency. Weeks with no activity are skipped.
To stop it, use the link at the bottom of the email (no login needed), or untick Email me a weekly summary on this page. Tick it again to turn it back on.