Give a merchant portal access

Admin portalMerchantsUpdated today

Invite the merchant to their portal, choose which pages they get, and see which stores are linked.

Before you start

Your role has the Edit merchant settings permission. Sending an invite or a password reset needs Reset portal password or admin rights.

Choose the pages the merchant gets

Find Merchant portal pages in the merchant’s Settings.

Merchants › SettingsSample screen

Merchant portal pages

1DashboardOrdersImportOrder IssuesFinanceReportsSettings

2Manage pages

The pages this merchant can open in their portal, shown as chips.
Manage pages opens the box where you switch each page on or off.

Switch pages on or off

Press Manage pages.

Manage pagesSample screen

Manage pages✕

1Dashboard

2Orders always on

1Import

1Order Issues

1Finance

1Rates

1Reports

2Settings always on

Save

A switch for each page. Dashboard, Import, Order Issues, Finance, Rates and Reports can each be turned on or off. A page that is off disappears from the merchant’s menu.
Orders and Settings are always on and cannot be switched off.

TipFor a restaurant, the Menu page is always on and cannot be switched off. It is not offered to other merchants.

Invite the merchant, or reset their password

Each merchant has one login. The invite and the reset are one-time links by email, sent in your company’s name. The invite works for 7 days and a reset for 1 hour.

Merchants › Settings › Team & accessSample screen

1 Not invited3Send invite

1 Invite pending4Resend invite

1 Active · 2 Last login 2 Nov, 10:145Send password reset

Portal login status. Not invited, Invite pending or Active. It reads “Read-only” while the merchant is suspended and “Disabled” when archived.
Last login. The date and time of the last sign-in, or “Never logged in”.
Send invite (Not invited). Emails the portal invite to the login email, and the status becomes Invite pending.
Resend invite (Invite pending). Sends the invite again.
Send password reset (Active). Sends a reset link to the login email.

Set the account manager

In Team & access, choose who looks after the merchant.

Merchants › Settings › Team & accessSample screen

Team & access

1 Account manager

Layla Saleh ▾

2A label only: it gives no access. To limit what a user sees, use Users & roles › the user › Merchants › Selected merchants.

Account manager. An internal user, or “None”.
A label only. It gives that user no access. A Sales user sees only the merchants selected for them in Users & roles.

See the linked stores

The store integrations show only the status.

Merchants › Settings › Store integrationsSample screen

Store integrations

Salla	2 Linked · Al Noor Store · last order 12 min ago	3 3 failed
Shopify	2 Linked · Al Noor Shop · last order 2 h ago
Zid	4 Not linked
WooCommerce	4 Not linked

5Manage in Integrations →

The platforms. Salla, Zid, Shopify and WooCommerce, with the link status for this merchant.
Linked. The store’s name and the time of its last order.
N failed. Orders from the store that could not be created. It opens Order Issues.
Not linked. This merchant has no store on that platform yet.
Manage in Integrations opens the company Integrations page, where you attach the merchant to a store. The profile only shows the status.

Activated by FleeticsStore connections, such as Salla, are set up by Fleetics. Contact Fleetics to activate a store integration.

Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.

Common questions

The merchant did not get the invite.

Check the login email in Settings. Press Resend invite. The link works for 7 days.

Can a merchant have several logins?

Not yet. Each merchant has one login. Team members come later.

Can I change what a merchant sees later?

Yes. Open Manage pages and switch a page on or off. Orders and Settings are always on.

Zid and WooCommerce show as not linked.

Salla and Shopify come first. Zid and WooCommerce follow in a later release.

Related guides

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