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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add members to a retail organization

Add members to your organization to enable them to view and complete tasks within your retail organization.

Before you begin

Role required: sn_rtl.retail_admin

Procedure

  1. Navigate to All > Retail Service Management > Retail Organization.

  2. Choose the retail organization.

  3. Select Add Members under Related Links.

  4. Fill in the following fields.

FieldDescription
Retail OrganizationThe associated retail organization that the member should be added to.
Add MemberDenotes if this user is a new member or an existing member.If this user is an existing member, you can use the Members panel to select the person from the Available panel. Then, use the right arrow to move them into the Selected panel.
First NameMember's first name.
Last NameMember's last name or family name.
User IDThe associated user ID of this member.
EmailThe email address associated with this member.
Member TypeThe type of member. Options are: - Store associate - Store associate - Fulfiller - Store manager - Area manager - Area manager - Fulfiller - Regional manager - Regional manager - Fulfiller
  1. Click Submit.

What to do next

Ensure that this member has the appropriate role. For more information, see Assign roles to Retail users.