Invite teammates and set their permissions

If you work with a VA, warehouse staff, an accountant, or a co-founder, you can bring them into DashVue and control exactly what they can see and do. This article covers how invites work, the role presets available, the custom per-feature permission controls, and the seat limits tied to your plan.

How inviting works

Team management lives in Settings → Team. Only the account owner can invite, remove, or change a teammate’s permissions, this whole section is not available to anyone else.

1. Go to Settings → Team.
2. Click Invite member. The Invite a teammate panel opens.
3. Enter your teammate’s email, pick a role preset (or fine-tune the per-feature permissions), then click Create invite link.
4. DashVue shows an Invite link ready box with a one-time link. Copy it, DashVue does not email it for you.
5. Send the link to your teammate yourself, by email, WhatsApp, or Slack. They open it, sign up or log in, and are added to your team automatically.
6. Back in Settings → Team they appear in the Members table. Click their row any time to adjust their role or permissions.

Role presets

To make setup quick, the invite panel starts with a Role preset picker. Choosing a preset fills in a sensible set of permissions that you can then fine-tune. The presets cover the most common team setups:

• Manager: broad day-to-day access across listings, orders, and reporting for someone running the shop alongside you.
• Accountant: focused on financial views, profit and loss, expenses, and invoices, plus wallet spend, without stock, listings, or customer comms.
• Accountant (read-only): the same financial visibility with nothing editable, the safe seat to hand an outside bookkeeper.
• Shipper: access scoped to orders and shipping, for someone who only needs to get parcels out of the door.
• Warehouse: stock, listings, drafting, repricer, and sync for whoever is managing inventory and listings.
• Viewer: read-only access, useful for a business partner or advisor who wants visibility without being able to change anything.

Pick whichever preset is closest to the role you need, then fine-tune from there if it is not quite right.

Custom, per-feature permissions

If a preset does not fit exactly, you can override it. Below the preset picker, permissions are grouped by area (Accounting, Warehouse, Management, and DashVue). Some controls are a simple on/off toggle; others are a three-way Hidden / View only / View + Edit control, so you can, for example, give someone Warehouse-level stock access plus read-only visibility into profit reports, without handing them anything else. The moment you change anything away from a preset, the picker shows Custom and the member’s row is tagged with a Custom pill.

You set these when inviting, and you can revise them any time: on the Members table, click a teammate’s row to expand the same editor inline, then click Save changes.

What stays owner-only

A handful of actions cannot be granted to any role, no matter how permissions are customised. The editor reminds you of this at the bottom. These stay locked to the account owner:

• Billing and subscription management.
• Disconnecting the eBay account.
• Deleting the DashVue account.
• Managing team members themselves, inviting, removing, and changing permissions.

Seat limits and your plan

DashVue uses a single Standard plan for up to 3,000 orders per month (£19 a month, or £179 a year). All plan features are included, and plan pricing changes if your actual order volume moves to a different bracket after sync. Your own account never uses a seat. Plans include a small number of built-in teammate seats, and you can add extra seats for a small monthly add-on fee if your team grows beyond that.

For details on what each plan includes, see the pricing page, or see the related articles below for more on getting your account set up.