Team access & roles
Everyone on your staff who opens Máximo can see every page, dashboard, and report. What they can change depends on their role. Manage roles in Settings → Users & permissions.
What each role can do
Section titled “What each role can do”| Viewer | Editor | Admin | Owner | |
|---|---|---|---|---|
| View every page, dashboard, and report | ✓ | ✓ | ✓ | ✓ |
| Ask Máximo questions | ✓ | ✓ | ✓ | ✓ |
| Edit product feed details | ✓ | ✓ | ✓ | |
| Manage promotions | ✓ | ✓ | ✓ | |
| Run syncs and catalog imports | ✓ | ✓ | ✓ | |
| Connect platforms and change settings | ✓ | ✓ | ||
| Grant Máximo new store permissions | ✓ | ✓ | ||
| Manage the plan and billing | ✓ | ✓ | ||
| Invite teammates and set their roles | ✓ | ✓ | ||
| Grant or remove Admin | ✓ | |||
| Transfer ownership | ✓ |
Roles are assigned automatically to start: installing Máximo makes you the Owner (one per store), your store’s Shopify owner is raised to Owner or Admin, whoever completes onboarding gets Admin, and everyone else starts as Viewer.
Invite a teammate
Section titled “Invite a teammate”- Open Settings → Users & permissions and select Invite.
- Enter their email address and pick a role.
- They open Máximo from your store’s Shopify admin (Apps → Máximo), and the role applies automatically.
Until then the invite shows as pending on the same page, where you can resend or revoke it. If they’re already on your team, the new role applies right away.
Related
Section titled “Related”- Notifications: recipients can be picked from your team, not just typed in as an email address
- Install the app: what installing Máximo sets up, including your Owner seat