MerchantFlow Account Management Guide

MerchantFlow Account Management Guide

MerchantFlow account management is the centralized hub where workspace owners and team members control profile settings, security configurations, team access, and billing ownership for their e-commerce analytics platform.

What Are the Main Account Areas in MerchantFlow?

• Profile - your name, email, and personal preferences
• Security - password, verification, and two-factor authentication (2FA)
• Team - workspace members, invitations, and role changes
• Billing - available to the workspace owner

How MerchantFlow Workspace Roles Work

MerchantFlow uses four core workspace roles:

• owner
• admin
• analyst
• viewer

Only admin, analyst, and viewer can be assigned from the team page. owner is held by exactly one account and moves by ownership transfer, never by invitation or the role-change dialog.

Two further roles are granted by the system rather than picked from the team page: supplier (an external supplier who sees only the supplier surface) and agency_viewer (granted when you approve a read-only agency connection).

You may still see member on older workspaces or historical data. That label is treated as backward-compatible analyst access.

What Each Role Can Do

• Owners have full workspace access, including billing and ownership transfer
• Admins can manage teammates, integrations, syncs, and workspace settings, but not billing or ownership transfer
• Analysts can work with dashboards, financials, expenses, COGS, manual orders, and sync triggers, but cannot connect integrations or change workspace settings
• Viewers have read-only access to dashboards, COGS, orders, integrations, and the team list - not to financial figures such as the P&L or margins

See Roles and Permissions for the full matrix.

How to Invite Team Members

Workspace owners and admins can invite:

• admin
• analyst
• viewer

Admins can send any of these three invitations, including an admin invitation. Changing an existing member's role is stricter - only the owner can promote someone to admin. Seats are capped by plan (1 on Starter, 3 on Pro, 10 on Plus), and pending invitations count against the cap.

Invited users complete:

1. the invitation acceptance form
2. password creation
3. 2FA setup, which is required before the dashboard opens

See Team Management.

What Security Features Does MerchantFlow Use?

MerchantFlow currently uses:

• email verification for important account actions such as Stripe checkout
• mandatory authenticator-app 2FA for every account that signs in with an email address and password
• password reset flows for account recovery, which also revoke all active sessions

See Security and Password Reset.

Frequently Asked Questions

How do I access my MerchantFlow account settings?

Click your profile icon in the top right corner of the dashboard and select Settings. The General tab (profile, currency, timezone, language, financial preferences, security) opens by default; use the tab bar for Team, Notifications, Billing, and the other areas. See the General Settings guide.

Can I have multiple workspaces on one account?

Each workspace operates independently with its own team, integrations, and billing. Contact [email protected] for multi-workspace questions.

What happens if the workspace owner leaves?

The owner must transfer ownership to another team member before leaving. Ownership transfer downgrades the previous owner to admin.

How do I change my role in a workspace?

Only owners and admins can change roles, and never their own. Ask your workspace owner or admin to update your role from Settings > Team. Promoting an existing member to admin can only be done by the owner.

Related Guides

• Team Management
• Roles and Permissions
• Security
• General Settings
• Billing Overview
• FAQ
• Troubleshooting
• Terms of Service
• Privacy Policy
• GDPR

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Last updated: August 29, 2026