This guide includes screenshots from a previous user interface and experience of the SamCart platform. For a tour through all of the exciting new updates to your marketplace and dashboard, please reference this guide here: Get to Know Your Marketplace
Add admins and team members to your SamCart Marketplace!
Want to give your team access to your SamCart Marketplace? Look no further than adding new Users. Depending on your subscription level, you can add new users via your Marketplace Settings at any time:
- Launch: only one Admin level user
- Grow: add up to 3 Admin level users
- Scale: add up to 10 Admin, Support, or Read-Only level users
Administrators
Marketplace Administrators have full access to your SamCart account. This means they can update your billing, add new integrations, refund payments, create new products, and anything else you can do in SamCart. This is the only user level with access to the courses app.
Read-Only
Read-Only users have limited access to your Marketplace. Within the Product Pages, they can view products and details on the product tabs, but they cannot create products or edit any product details as they do not have the option to save any changes. They can, however, create and delete coupons on the product page. They can view Customers, Orders, Subscriptions, and Reports. They can also view Subscription Saver and Cart Abandonment reports.
Read-Only users cannot access your Marketplace Settings, Billing Information, or Affiliate Center. They cannot process refunds, cancel or edit subscriptions, add/remove integrations, or the ability to export any reports. They also do not have access to the Offers tab, as it is not shown in their view.
Analyst
Analyst users can view the Reports page, and they have full access to view and export reports from the Audience, Sales by Product, Orders, Charges, Refunds, Activity, SamPay (applicable for customers using the SamPay processor), Traffic, Upsells, Cart Abandonment, and Subscription Saver pages. They will also have access to the Affiliate Center and can view product details, but they cannot create new products or edit any product details as they do not have the option to save any changes. They can, however, create and delete coupons on the product page
Analyst users do not have access to the Offers tab (Upsells, Funnels, Coupons). They also cannot access your Marketplace Settings or Billing Information and cannot process refunds, cancel or edit subscriptions, or add/remove integrations.
Support
Support users are meant to help you serve your customers! Within the Product pages, they can create a new product but they cannot make any edits to the product detail tabs as they don’t have the option to save any changes. They can, however, create, delete, and turn on/off coupons on the product page. They also have access to the Content Builder, where they can make edits to checkout page designs, and the Courses App, where they can create or make edits to your courses. They can also Publish/Save these pages so the edits made would be Live. Additionally, the Support role can edit/create/publish courses within the Courses App.
Support users can view your Audience, Orders, Subscriptions, Profile Settings, and Reports, and they can download all corresponding CSV files. They can also view Subscription Saver and Cart Abandonment reports. The can not access your dashboard.
Support users can issue refunds including refunding individual items or an entire order. They can manage, cancel, and edit subscriptions. This includes actions such as Add to Order, resending receipts, updating a customer's credit card information, and the ability to change the next billing date.
Support users cannot access your Marketplace Settings, Billing Information, or Affiliate Center. They also do not have access to your Offers tab, as it is not shown in their view.
Contractor
The contractor role can help assist you in building pages, funnels, integrations, and courses within your marketplace! The Contractor role does not have access to view/edit sales dashboards, reports, customers, and can not export reports.
Within the Product pages, the Contractor user can create a new product but they cannot make any edits to the product detail tabs as they don’t have the option to save any changes. They can, however, create, delete, and turn on/off coupons on the product page. They also have access to the Content Builder, where they can make edits to checkout page designs, and the Courses App, where they can create or make edits to your courses. They can also Publish/Save these pages so the edits made would be Live.
This user does have access to the Offers tab. They can create/edit an upsell, and they can also delete or duplicate an upsell. They can also create/edit/delete upsell funnels.
Contract users can have access to the Affiliate Center and Subscriptions folders within the ‘Activity’ pages, but not the Cart Abandonment page. Within the Affiliate Center, they can make updates to the settings and commission structure. They can also add New Emails and edit/add Links. They can approve, decline, or delete Affiliates, and Generate Payout CSV. They can also view reports within the Subscription Saver
Contract users cannot access your Marketplace Settings, Profile Settings, and Billing Information.
Here is a quick breakdown of the different roles:
Adding New Marketplace Users
To add a new user, visit your Marketplace Settings and click Users in the sidebar.
Then click the blue + New User button in the top-right.
Enter your new User's email address and select their User Role from the dropdown menu. Then click Save, and SamCart will fire off an email to the email address you provided.
Your new user can select their password and will have immediate access to your SamCart Marketplace.
Deleting Marketplace Users
To remove a User from your Marketplace, just click on the red Trash icon next to that User's name and email.
SamCart will ask you to confirm that you want to delete that user. Once you confirm, that user will no longer have the ability to access your SamCart Marketplace.