Overview

This document explains how accounts, sites, and collaborators work in Pelcro. For instructions on configuring your account, see Setting Up Your Account.

What Are Accounts?

An account is a top-level Pelcro entity that you can belong to.

• Your email can be associated with one or more accounts if you are invited as a collaborator on multiple accounts.
• When you log in and your email belongs to multiple accounts, Pelcro prompts you to choose which account to access.
• You can switch between accounts from your profile using Switch accounts.

What Are Sites?

A site is a unit within an account.

• Each account can contain multiple sites.
• Sites allow you to manage separate business units or domains under the same account.

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Account vs Site Scope

Overview

Some data and settings apply to the entire account, while others apply only to a specific site.

Account-Level Scope

The following are shared across all sites in an account:

• Payment processors (e.g. Stripe): Payment processors are configured at the account level. All sites under the same account use the same payment processor.
• Identity: Customers and subscribers from one site can access all sites under the same account using the same credentials.
• Integrations: Integrations configured in the Integrations page apply to all sites in the account.
• Account settings: Any configuration under Account Settings applies to all sites within the account.
• Products and e-commerce: Products are configured at the account level and are available across the entire account. A site field allows you to limit which site a product appears on.
• Accounting: Accounting reports are account-based and include data from all sites in the account.
• Tax configuration: Tax settings are configured at the account level and apply to all sites.
• Logs: Logs are accessible from Settings → Logs and apply to the entire account.
• Cancellation reasons: Admins manage subscription cancellation reasons at the account level; these reasons are shown during subscription cancellation flows.

Site-Level Scope

The following apply only to the currently selected site:

• Dashboard: The dashboard for each site summarizes data from that specific site.
• Customers and Billing: Data shown under Customers and Billing is scoped to the current site.
  Note: If a customer logs in to another site under the same account, they will also appear under that site.
• Reports: Reports in the Analytics section are generated based on the data for the current site.
• Exports: Exported data is generated from the site you are currently viewing.
• Site settings: Any configuration under Site Settings applies only to the current site.
• Import tool: The import tool allows you to import data into a specific site.

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Multi-Account Access

Overview

This page explains how multi-account access works in Pelcro. It describes what happens when your email is associated with more than one Pelcro account and how you move between them.

What Is Multi-Account Access?

Multi-account access means a single email address is associated with more than one Pelcro account.

This happens when you are invited as a collaborator on multiple accounts.

How Login Works with Multiple Accounts

When you log in to Pelcro and your email belongs to more than one account:

• Pelcro displays a screen asking you to choose which account you want to access.
• After selecting an account, you are taken to that account’s dashboard.

Switching Between Accounts

After logging in, you can switch accounts at any time:

1. Open the top-right menu under your profile.
2. Select Switch accounts.
3. Choose the account you want to access.

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Manage Collaborators

Overview

This guide shows how to create and view collaborators in your account.

How to Create a Collaborator

1. Open the Pelcro dashboard.
2. Go to Settings > Collaborators.
3. Click Add a Collaborator in the top-right corner.
4. Enter the collaborator’s details.
5. Select the site(s) the collaborator should have access to.
6. Click Submit.
7. The collaborator receives an email with a magic link to join.

How to View Collaborators

1. Open the top-right menu under your name.
2. Navigate to Settings > Collaborators.
3. View the list of collaborators, including:
   • Name
   • Email
   • Permission level
   • Status

Status definitions:

• Active: The collaborator has accepted the invitation.
• Pending: The collaborator has not yet clicked the magic link.

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Accounts Reference

Overview

Quick definitions for key account-related terms.