Collaborators
Overview
Collaborators are user accounts that give other people access to specific Pelcro sites and platform areas. Create a separate collaborator account for each person who needs access, then assign the role that matches their responsibilities, such as Support for customer operations, Sales Rep for data exports, or Agency for standard imports.
Before you start, confirm your account is on a Professional or Enterprise plan. Collaborators are only available on these plans. See our pricing page or contact your Pelcro account manager for more information.
Review collaborator access control
Use Pelcro access controls to assign different access levels for each available site or specific sections of a site. This lets other people access the areas they need without giving them access to sensitive information.
Collaborator accounts can have one of the following predefined roles. Permissions can be customized for enterprise clients.
| Role | Permissions |
|---|---|
| Admin | Allows access to everything on the Pelcro platform for the assigned site or sites. An admin can manage collaborators, catalog items, subscriptions, billing, data movement, settings, logs, accounting tools, and AI agent features. |
| Support | Allows limited access to support customer operations, including viewing product details, managing subscriptions, viewing or paying invoices, updating charges, viewing API logs, and using the AI agent. |
| Agency | Allows limited access to the standard import tool. |
| Sales Rep | Allows access to memberships management, subscription member visibility, product listing, and standard data export/import tools. |
Role permissions
The table below lists the permissions available to each collaborator role. Pelcro Admin permissions are excluded.
| Area | Permission | Admin | Support | Sales Rep | Agency |
|---|---|---|---|---|---|
| Collaborators | Delete collaborators | Yes | No | No | No |
| Catalog | Create products and plans | Yes | No | No | No |
| Catalog | Edit products and plans | Yes | No | No | No |
| Catalog | Create or edit e-commerce products and SKUs | Yes | No | No | No |
| Catalog | View product details | Yes | Yes | No | No |
| Catalog | List products | Yes | Yes | Yes | No |
| Subscriptions | View, edit, cancel, and reactivate subscriptions | Yes | Yes | No | No |
| Subscriptions | View list of members associated with a subscription | Yes | Yes | Yes | No |
| Memberships | List, view, edit, and delete memberships | Yes | Yes | Yes | No |
| Billing | View invoices, pay invoices, and update charges | Yes | Yes | No | No |
| Billing | Change invoice status | Yes | No | No | No |
| Billing | Perform refunds | Yes | No | No | No |
| Data movement | Export data, including reports and CSV files | Yes | No | Yes | No |
| Data movement | Use standard import tool | Yes | No | Yes | Yes |
| Settings | Edit sites | Yes | No | No | No |
| Settings | Generate API keys | Yes | No | No | No |
| Settings | Create, edit, and delete shipping rates | Yes | No | No | No |
| Logs | View activity, webhooks, and risk-assessment logs | Yes | No | No | No |
| Logs | View API logs | Yes | Yes | No | No |
| Other | See accounting tools (Enterprise only) | Yes | No | No | No |
| Other | Use AI Agent chat | Yes | Yes | No | No |
List collaborators
To view your site collaborators, expand the top-right navigation menu under your name. From the dropdown menu, choose Settings, then select Collaborators. Each collaborator row includes the collaborator's name, email address, permission level, and status.
New collaborators can have one of the following statuses:
- Active → The collaborator has accepted the email invitation and either added a new password or authenticated using their existing password.
- Pending → The collaborator has not clicked the magic link sent in the email invitation yet.
Collaborator Account Status
Every collaborator account is either active or inactive. Marking an account inactive lets an Account Owner or Admin revoke a collaborator's access — for example, when an employee is on extended leave or disability — without deleting the account. The collaborator's record and any associated API keys are preserved, so integrations keep working and the account can be restored later.
Only an Account Owner or Admin can change a collaborator's status.
How it Works
An active collaborator can log in and use the platform according to their assigned role. When the account is marked inactive:
- The collaborator can no longer log in.
- Their account record and all associated API keys are preserved.
- Any API keys remain valid at the key level, so integrations that rely on them continue to function — only the collaborator's own login session is blocked.
To mark a collaborator inactive:
-
Go to Collaborators and open the collaborator's detail page.
-
Set their status to Inactive.
-
The collaborator is signed out and can no longer log in. Their data and API keys remain intact.
To reactivate a collaborator:
- Open the inactive collaborator's detail page.
- Set their status back to Active.
- Login and API key access are fully restored.
Active vs. Inactive vs. Deleted
| Capability | Active | Inactive | Deleted |
|---|---|---|---|
| Collaborator can log in | Yes | No | No |
| Account record preserved | Yes | Yes | No |
| Associated API keys preserved | Yes | Yes | No |
| API keys remain valid | Yes | Yes | No |
| Can be restored later | — | Yes | No |
Use Inactive when you need to revoke a person's access temporarily but keep their account and integrations intact. Use Delete only when you want to remove the account entirely — deleting a collaborator also revokes their API keys and can break any integrations that depend on them.
View collaborator details
If you're logged in using the collaborator account, expand the top-right navigation menu under your name. From the dropdown menu, choose Profile. Depending on the collaborator role, you might see optional fields that are relevant to the role. For example, a Sales Representative profile includes a field for the commission percentage tied to that collaborator.
Create a collaborator
To add a collaborator:
- Go to Settings > Collaborators.
- From the top-right corner, click Add a Collaborator.
- Enter the collaborator's required details: name, email address, and password.
- Choose the collaborator role that matches the permission level they need.
- Use the checkboxes to select one or more sites where you want to grant access.
- Click Submit.
After you create the collaborator, Pelcro sends them an email invitation with a magic link to join the account.
Edit a collaborator
To edit a collaborator:
- Go to Settings > Collaborators.
- Find the collaborator you want to update. In the right-most column, click the three-dot menu (···), then click Edit Collaborator.
You can edit a collaborator's first name, last name, phone number, role, and sites.
Delete a collaborator
If you're an admin or owner, you can delete collaborators from the Pelcro platform.
To delete a collaborator:
- Go to Settings > Collaborators.
- Find the collaborator you want to delete. In the right-most column, click the three-dot menu (···), then click Delete Collaborator.
