Adding Teammates

Goals and Outcomes

The Teammates section helps you collaborate with teammates on content generation, curation, and moderation across store pages in your Yotpo account.

In this article, you'll learn how to add and remove teammates from your Yotpo Reviews, VUGC, or Loyalty account, understand account roles, and manage account access.

Roles and Permissions

Your Yotpo account has one Owner. In Yotpo, the previous Admin role is now called Owner. You can also assign a new Admin role to additional teammates. Admins have the same product and account permissions as the Owner.

The Owner is the user and email address that owns the Yotpo account. Each account can have only one Owner. Account ownership stays unique to one user and can only be transferred with the help of Support. Other teammates can be assigned the role of Admin, Staff, or Insights Only.

For a full breakdown of account roles and permissions, see the table below.

Note

• The Yotpo Owner or Admin can designate up to one Staff member with permission to comment on reviews in emails.

• Each staff member can only be associated with one Yotpo account. The same staff email address cannot be associated with multiple accounts.

Users per Plan

Each Yotpo account can have a maximum of one account owner.

Inviting Teammates

Invite teammates to grow your team on Yotpo. Teammates receive an email invitation prompting them to create their own password and activate their account.

Note

Only the Owner or an Admin can add new teammates.

Invite teammates to your Yotpo account. Teammates receive an email invitation prompting them to create a password and activate their account.

1. Log in to your Yotpo admin.

2. Click the icon in the upper right-hand corner.

3. Click Account Settings.

4. In the Teammates section, click Invite Teammate.

   

5. In the Details section, enter the full name and email address of the teammate you'd like to invite.   

6. Select the user’s Role.

   • If you select Staff or Insights Only, choose which stores the teammate can access.

   • If you select Admin, no store selection is needed because admins have access to all stores and settings by default.

   Note

   When changing a teammate’s role from Staff to Admin, the user may need to log out and log back in for their updated access to take effect.

7. Click Send invite.

Note

Invites are valid for 48 hours from the time they were sent.

You can resend invitations by clicking Resend in Account Settings > Users.

Removing Teammates

To remove a teammate from your Yotpo account:

1. Log in to your Yotpo admin.

2. Click the Account icon  in the upper right-hand corner of the Yotpo Admin.

3. Click Account Settings.

4. In the Teammates section, find the teammate you'd like to remove.

5. Click the three-dot menu (⋮) next to their name.

6. Click Remove Teammate.

7. In the confirmation popup, click Remove.

Note

Teammates who were removed from your account will be automatically notified by email. Once removed, the teammate loses access to Yotpo. You can invite them again later if needed.

Activating a New Account

To access Yotpo, teammates must first activate their account via the email invite sent by the Owner or an Admin.

1. Click Accept invitation in the invitation email.

2. Choose a password. The password must be at least six characters in length.

3. Confirm your password.

4. Click Activate account.

Note

This account activation link will expire following account activation.

Account Profile and Preferences

Personalize your Yotpo user profile to reflect your name, position, and email preferences.

Note

Only the Owner or an Admin can grant access to store pages.

Changing the Account Owner

The Owner is the user and email address that owns the Yotpo account.

Each Yotpo account can have only one Owner. Ownership cannot be reassigned within the account and can only be transferred with the help of Support.

If you need help with account ownership-related questions or transferring ownership, please contact our support team:

• For Yotpo Reviews support, click here.

• For Yotpo Loyalty & Referrals support, click here.

Email Preferences

Stay in control of your inbox by customizing which emails you receive from Yotpo. To manage your preferences, follow these steps:

1. Log in to your Yotpo admin.

2. Click the Account icon in the upper-right corner.

3. Select Teammates from the leftside menu.

4. On the right side of the Teammates page, you’ll find the Email Preferences section.

From there, you can easily choose the types of emails you'd like to receive and skip the ones you don’t by unchecking the respective checkbox.

Note

The Yotpo Owner/Admin can designate up to 1 Staff member with permission to comment on reviews in emails.

Unblocking a User

When our Multi-Factor Authentication (MFA) system detects login issues for a specific user, it locks them out of the account.

Tip

To learn more about Multi-Factor Authentication (MFA), see Signing into Your Yotpo Account Using Multi-Factor Authentication (MFA).

To unlock the account access for the user:

1. In your Yotpo main menu, click the Profile icon in the top right corner and go to Account Settings > Teammates.

2. You will see a lock icon on that user’s profile. Click the three dots icon (⋮) next to the user’s name and select Unblock teammate.
   The user will now be able to sign into their account using MFA.