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.

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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 limited access to export data and use standard import tool.

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
Subscriptions	View, edit, cancel, and reactivate subscriptions	Yes	Yes	No	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.

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.