Setpilot lets you invite teammates to collaborate on your store analytics. Each teammate has a role that controls what they can see and change. Role management is available in both the embedded Shopify app and the standalone web app.
Roles at a glance
Setpilot has three built-in roles. Choose the one that fits the person — you can change it later.
Role | Can do | Cannot do |
Owner | Everything: billing, team management, cost setup, API keys, view all data. | There is always exactly one Owner per shop. |
Admin | Manage costs, connections, API keys, invite members, change non-owner roles, view all data. | Cannot change billing plan or transfer ownership. |
Member | View dashboard, orders, products, inventory. Change own profile. | Cannot edit costs, manage connections, create API keys, invite teammates, or see billing. |
Ownership can be transferred — see the Transfer ownership section below.
Invite a teammate
Go to Settings → Team.
Click Invite member.
Enter the teammate email address and pick a role.
Click Send invitation. The teammate receives an email with a link that expires after 7 days.
After they accept and create an account (or sign in with Google), they appear in the team list with their chosen role.
Change a role
In Settings → Team find the teammate.
Click the role dropdown next to their name and pick the new role.
The change takes effect on the next page load for that user.
Remove a teammate
In Settings → Team click the three-dot menu next to a teammate and choose Remove. Their access is revoked immediately and any open sessions are invalidated.
Resend or cancel an invitation
Pending invitations are listed in Settings → Team → Pending invitations. You can:
Resend — sends the email again with a fresh 7-day link.
Revoke — cancels the invitation so the link no longer works.
Transfer ownership
Only the current Owner can transfer ownership. The new Owner must already be an Admin on the team.
In Settings → Team open the three-dot menu next to the Admin who should take over.
Click Make Owner and confirm.
You are demoted to Admin; the other person becomes Owner.
Embedded vs standalone
Team management works in both modes, with a few differences worth knowing.
Mode | How sign-in works | Notes |
Embedded Shopify app | Shopify session — anyone with Shopify admin access to your store can open Setpilot as the Owner. | Invited teammates still need a Setpilot account to use the standalone app; they do not need to be Shopify admins. |
Standalone web app | Email + password or Google sign-in. | Works outside Shopify — good for analysts, accountants, or agency partners. |
Security tips
Use Google sign-in where possible — it removes shared passwords.
Give Member role by default. Promote to Admin only when the person needs to edit costs or connections.
When a teammate leaves, remove them from Settings → Team on their last day, and rotate any API keys they created.
Keep at least two Admins per shop so someone can always act if the Owner is unavailable.
Related articles
API v2: Store API keys — role-based access to API key management.
Billing and pricing — who can change the plan.