Invite Members
Add team members to your company account so they can place orders using the company's shared wallet. Only the PJ Administrator can invite and remove members.
Who can be invited
Anyone who does not yet have an account on the print shop's portal can be invited. When invited, they receive their own login already linked to the company with the PJ Administrator role.
Tip
Each member has their own username and password. Orders are recorded under the name of the member who placed them, making internal expense tracking straightforward.
How to Invite a New Member
1. Access the Company Panel
In the client portal, click Company in the side menu or go to My Account → Company.
2. Open the Members Section
Click the Members tab or the Manage Members section within the company page.
3. Click "Invite Member"
Click the Invite Member button in the top-right corner of the member list.
4. Fill in the New Member's Details
Complete the invitation form:
| Field | Required | Description |
|---|---|---|
| Full name | ✅ | Team member's name |
| ✅ | Email address used to log in to the portal | |
| Password | ✅ | Initial password for the first login |
Important
Share the password with the team member through a secure channel (e.g., WhatsApp, corporate email). Ask them to change the password on first login via My Account → Change Password.
5. Confirm the Invitation
Click Invite. The new member is created with the PJ Administrator role and linked to the company automatically. Their name will appear in the list immediately.
Member List
On the members screen you can see all team members linked to the company:
- Full name
- Login email
- Date they joined the company
- Button to remove the member
What Members can do
| Action | PJ Administrator | Member |
|---|---|---|
| Place orders for the company | ✅ | ✅ |
| View company orders | ✅ | ✅ |
| View wallet balance | ✅ | ✅ |
| Invite new members | ✅ | — |
| Remove members | ✅ | — |
| Request wallet top-up | ✅ | — |
How to Remove a Member
1. Find the Member
In the member list, locate the team member you want to remove.
2. Click Remove
Click the trash icon or the Remove button next to the member's name.
3. Confirm Removal
A confirmation dialog will appear. Click Confirm to complete the removal.
What happens when a member is removed?
- The user immediately loses their link to the company
- Orders they placed previously remain recorded in the company history
- The user's personal account on the portal stays active — they only lose access to the company
- The company wallet balance is not affected
Frequently Asked Questions
Can invited members see the wallet balance?
Yes. All members can see the shared wallet balance and use it to pay for orders.
Can a member invite other people?
No. Only the PJ Administrator can invite and remove members.
What happens to orders in progress if a member is removed?
Orders that have already been created continue through the normal production flow. Removing a member does not cancel or alter existing orders.
Can I change a member's email or password?
Not directly. Each member manages their own login details in My Account. If needed, the member can use the Forgot my password option on the login screen.
Is there a limit on the number of members?
The member limit may vary depending on the print shop's plan. If in doubt, check with the print shop.
A former employee still appears in the list
Remove the member via the Members screen as soon as they leave the company. Access is revoked immediately after removal.