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Managing your team in Pickler

Learn how to manage your team members, update their roles, and remove users from your Pickler account.

Daan van Hal avatar
Written by Daan van Hal
Updated this week


User roles in Pickler

Pickler offers three user roles. Each role determines what level of access a user has within your company account.

Role

Description

Key permissions

Owner

Has the highest level of access and administrative control. There can only be one Owner per company.

Full access to all pages and data. Can add or remove Managers and Members. Can create or delete products and company information. Can assign roles to other team members. Can set another user as Owner.

Manager

Has full access to most of the application’s features.

Can add or delete Members or Managers. Can create and update all company data. Can manage user roles (except Owner). Cannot delete the Owner or change ownership.

Member

Has limited access, mainly to product and data management features.

Can view and search all products. Can create and edit scenario products. Can share inventory products. Cannot manage user roles or company settings.

Changing user roles

Only Owners and Managers can change the roles of other users.

To update someone’s role:

  1. Go to Settings → Team

  2. Find the user whose role you want to change

  3. In the Role column, select the new role from the dropdown menu

  4. The change takes effect immediately

Be careful when changing user roles. Adjusting permissions can affect a user’s ability to perform key actions or access data.

Important notes:

  • Only one Owner can exist per company. To transfer ownership, please contact Pickler Support.

  • Members cannot change their own roles.

  • Always communicate role changes clearly within your team.

Adding team members

To invite new team members:

  1. Go to Settings → Team

  2. Enter the email addresses of the people you want to invite

  3. Select Send invite

  4. The new team members will receive an email where they can accept their invite and can create a password for Pickler.

Removing team members

To remove someone from your team:

  1. Go to Settings → Team

  2. Find the user you want to remove

  3. Select Remove next to their name

Only users with the Owner or Manager role can remove team members.
Removing a team member immediately revokes their access to your company account.

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