Team Members

Invite, manage, and configure roles for team members in your OrderProtection.com account.

Below is a brief guide on managing Team Members within your OrderProtection.com account. This includes inviting new members, understanding different roles, and viewing/editing member profiles.

How to Invite a New Team Member

1. Navigate to Team Members

   Go to Team Members in the left-hand menu.

2. Click Invite

   Click the Invite Team Member button (usually at the top-right corner).

3. Enter details

   Enter the first name, last name, and email address of the new user.

4. Select the role

   Select the Member Type (e.g., Admin, Member, Support).

5. Save

   Click Save. The new team member will receive an email invitation with instructions to set up their account.

Learn About Roles

When inviting or editing a team member, you’ll notice multiple Store Role options. Each role has different levels of access within your OrderProtection.com account:

Role	Description
Admin	Highest level of access — can view, add, edit, and remove most items (claims, team members, payout methods, etc.).
Member	Standard permissions — can typically view and resolve claims but may have limited access to settings or financial data.
Support	Focused on customer-service-related tasks — can view or resolve claims but may have restricted access to other sections.

If you’re unsure which role fits best, hover over or click on the role description in the Team Members interface to see a breakdown of the permissions, or reach out to your Customer Success Manager (CSM) for clarification.

Viewing and Editing Team Member Profiles

1. Find the user

   In the Team Members page, find the user you wish to manage.

2. Open their profile

   Click on their row/name to open their profile.

3. Make changes

   From here, you can:

   • Edit basic information (first name, last name, email).
   • Update their Store Role.
   • Review their recent activity (if available).

Deactivating a Team Member

1. Open the member's profile

   In the Team Members list, click on the member’s name to access their profile.

2. Deactivate

   Look for a Deactivate User or similar button (usually at the bottom of the profile panel). Confirm your action if prompted.

The user’s status will be updated to Inactive, and they will no longer be able to log in.