Team and roles

Your team in Sami B2B Onboarding is the staff of your Shopify store who have opened the app. Each person is either an Admin, who can change everything, or a Reviewer, who works through applications and companies. You manage the team in Settings › Reviewers.

What each role can do

Task	Admin	Reviewer
Review applications, and approve, reject or ask for more information	Yes	Yes
Edit answers and approval terms, assign applications, add notes	Yes	Yes
Add a buyer to an existing company from a possible duplicate	Yes	Yes
Change companies and their notes	Yes	Yes
Approve or reject account change requests	Yes	Yes
View and download documents	Yes	Yes
See the activity log and who is on the team	Yes	Yes
Choose the app’s language for themselves	Yes	Yes
Create and edit forms, and translate them	Yes	No
Use Automation: presets, rules and automations	Yes	No
Import or sync companies	Yes	No
Change settings, integrations, roles and access	Yes	No

A reviewer who opens Settings sees only Activity log and Reviewers, and reads the team list without being able to change it.

Some rules always apply:

• The store owner is always an admin and always has access.
• The team always keeps at least one admin. To change the last admin to a reviewer, or remove their access, make someone else an admin first.
• You can’t remove your own access.

Add someone to your team

The app can’t invite people. A person joins by opening the app once, after Shopify gives them access to it.

1. Give them the app in Shopify

   In the app, go to Settings › Reviewers and click Manage users in Shopify on the Add people to your team card. Shopify’s Settings › Users opens. Give the person access to this app: open their role and turn the app on under Apps. If they are new to your store, invite them there first.

   So they can approve applications, their Shopify permissions also need to include Companies and Customers.

2. Ask them to open the app

   Ask the person to open Sami B2B Onboarding from Apps in their Shopify admin.

3. Find them on your team

   Back in Settings › Reviewers, they appear in Your team with their name, email and when they last opened the app, such as “Last opened just now”. New people join as reviewers. The exceptions are the store owner, who always joins as an admin, and the first person to open the app while the team has no admin yet.

   

   Everyone who has opened the app is listed, with their role on the right.

The badges beside a name tell you more:

Badge	Meaning
You	The person signed in now.
Store owner	The owner of the Shopify store. Their role can’t be changed.
Collaborator	A collaborator account, such as an agency. Collaborators can use the app, but they aren’t offered as the default reviewer or in the email recipient suggestions.
No access	Their access was removed.

Change someone’s role

1. Pick the role

   In Settings › Reviewers, open the role list beside the person and pick Admin or Reviewer. The store owner’s role list is greyed out.

2. Save

   Click Save in the save bar.

The new role applies as soon as you save. If you change your own role to Reviewer, you lose access to the admin sections as soon as it saves.

Remove someone’s access

1. Open the person’s menu

   In Your team, click … beside the person and choose Remove access. On the owner’s row and your own, the … button is greyed out.

2. Confirm

   A dialog explains that they won’t be able to open the app, and that their Shopify account isn’t changed. Their name stays on the applications, notes and decisions they worked on. Click Remove access.

   

   Removing access takes effect at once, and you can give it back later.

This happens at once, without the save bar. An “Access removed” message appears, the person moves to the bottom of the list with a No access badge, and if they open the app, they see a No access screen. If they were the default reviewer, new applications are no longer assigned to them.

To give access back, click … beside them and choose Give access again. They return with the role they had.

Check Shopify permissions

Approving an application, and changing a company’s status, also write to Shopify. For that, the person’s own Shopify permissions must include Companies and Customers. When someone is missing them, their row shows a warning, for example “Can’t approve applications: needs the Companies and Customers permissions in Shopify.”

To fix it, the store owner or a Shopify admin adds those permissions to the person’s role in Shopify’s Settings › Users. The app picks up the change the next time the person uses it, which can take up to an hour.

Pick a default reviewer

New applications can be assigned to one person as they arrive.

1. Find the Assigned reviewer card

   In Settings › Reviewers, find the Assigned reviewer card.

2. Pick a person

   In Default reviewer, pick a person, or No default reviewer.

3. Save

   Click Save in the save bar.

Only people who have opened the app and aren’t collaborators are offered. If the person later loses access, the setting goes back to No default reviewer.

Next steps

• Review an application — what reviewers do with an application.
• Choose who gets notified — send new-application emails to your team.
• Rules that decide applications — assign applications to someone with a rule.
• Activity log — see what each person did.