Changing the online store Owner#

Are you in a situation where you want to transfer your online store management (including billing) to an agency? Or are you an agency handing the online store back to your client? Have you sold an online store and need to transfer it to the new owner? You can handle all these changes easily by yourself — simply change the permissions and transfer your Owner role to another user or entity (e.g. an agency).

We’ll walk you through the process step by step. But first, let’s start with the basics and explain what types of permissions are available in Mergado.

Permission levels in Mergado#

Mergado has three permission levels that give you different levels of control over individual online stores:

1. Owner

• Billing for selected services is charged to this user/entity for the specific online store. Has full access to editing billing details, payment frequency, and invoices.
• Can add/remove permissions (Write/Read) for other users or entities for the online store.
• Can transfer the Owner role to another user. (At that point, they automatically receive the Write role and lose the permissions listed above.)
• Can edit online store content.
• Each online store can have only one Owner.

2. Write

• Can edit content of the online store for which the Owner has granted them Write access.
• Doesn’t have access to billing details and invoices.
• Cannot add or remove user permissions for the online store and can only see themselves and the owner.
• Any number of users with Write permission can be added to a single online store.

3. Read

• Has access to view the online store but cannot make any changes.
• Any number of users with Read permission can be added to a single online store.

How to add permissions for other users (Write/Read)#

When you create an online store in your account, you automatically become its Owner. Invoices for the services you use will come to you, you can edit billing details, and you have all the permissions listed above.

If you want to give other people access to a selected online store, first make sure they have their own Mergado account (the user account itself is free).

1. In Mergado, click the arrow icon in the top right corner of the page (next to your username) and go to the User details page.
2. Here you’ll find the list of your online stores. Click the three-person icon next to the selected online store, which will take you to the User permissions section.
3. On the right side of the page, in the Invite user section, enter the email of the user you want to grant permission to. Below that, select the permission you want to grant (Write/Read) and click Send invitation.
4. The user will receive the invitation by email and gets the permission once they accept it. If they don’t accept, they won’t get the permission.
5. On this page, you’ll also see a list of all users you’ve granted permissions to for the selected online store. You can change their permissions by clicking the pencil icon or remove them by clicking the trash icon.

List of all online stores you have any type of permission for is visible in the User details section of your Mergado account — other users can grant you permissions to their online stores the same way.

How to change the online store Owner#

You become an online store Owner by creating an online store in your account. Or by having another user transfer this permission to you and you accepting it.

As the Owner, billing for selected services is charged to you for the specific online store. You have full access to editing billing details, payment frequency, and all invoices. You can add or remove permissions (Write/Read) for other users or entities, and you can edit online store content.

If you decide to transfer online store Ownership to another user or entity, the process is similar to granting Write or Read permissions.

The difference is that each online store can have only one Owner. The transfer process works as follows: you grant the Owner permission to another user. This user must then accept the invitation in their own account. At that point, you lose the Owner permission (and all associated privileges) and are automatically granted Write permission for the online store (you can edit online store content but paid services for this online store are no longer billed to you).

How to transfer the online store Owner#

Make sure the user you want to transfer the Owner permission to already has a Mergado account.

1. In Mergado, click the arrow icon in the top right corner of the page (next to your username) and go to the User details page.
2. Here you’ll find the list of your online stores. Click the three-person icon next to the selected online store, which will take you to the User permissions section.
3. On the right side of the page, in the Invite user section, enter the email of the user you want to grant the permission to. Below that, select the Owner permission and click Send invitation.
4. After the user accepts the invitation in their account, they become the online store Owner. Your permission automatically changes to Write. From this point, paid services for this online store are billed to the new Owner, and you no longer have access to invoices or billing detail changes.

FAQ#

What types of permissions exist in Mergado?#

Mergado has three types of online store permissions.

• Owner — has full access to online store modifications, including billing, payment settings, and managing permissions for other users. Can transfer ownership to another user. Each online store can have only one owner.
• Write — can edit online store content but doesn’t have access to billing or user management.
• Read — has view-only access to the online store, without the ability to make changes.

How can I add permissions for other users?#

You can add permissions to an online store only if you’re the Owner. Here’s how:

1. In Mergado, click the arrow icon in the top right corner of the page (next to your username) and go to the User details page.
2. Here you’ll find the list of your online stores. Click the three-person icon next to the selected online store, which will take you to the User permissions section.
3. In the Invite user section, enter the email of the user you want to grant access to (this user must have their own Mergado account).
4. Select the permission type (Write/Read) and click Send invitation.
5. The user will receive the invitation by email and gets the permission once they accept it. If they don’t accept, they won’t get the permission.

On the same page, you can see a list of all users with access to the online store, where you can change or remove their permissions.

How do I change the online store Owner?#

1. Make sure the user or entity you want to transfer ownership to has a Mergado account.
2. In Mergado, click the arrow icon in the top right corner of the page (next to your username) and go to the User details page.
3. Here you’ll find the list of your online stores. Click the three-person icon next to the selected online store, which will take you to the User permissions section.
4. In the Invite user section, enter the user’s or entity’s email and select Owner as the permission.
5. Click Send invitation.
6. Once the user or entity accepts the invitation, they become the new Owner. Your permission automatically changes to Write.

What happens after transferring online store Ownership?#

The new Owner is billed for all services associated with the online store. The previous Owner automatically receives the Write role (can manage content but not billing). The previous Owner loses access to invoices and billing details.

How can I transfer online store management to an agency or client?#

Transfer online store management (including billing) by changing permissions — transfer your Owner role to another user or entity (e.g. an agency).

What should I do if I sell my online store and need to transfer it to the new owner?#

Simply grant the new owner the Owner permission. Once they accept the invitation, they become the online store Owner and you automatically receive the Write role, which the new Owner can revoke.