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# A complete guide: Member & Permissions

## Overview 

The **Members & Permissions** new feature in **Synctrack Returns** enables store and merchant admins to delegate order-management responsibilities to designated staff members—without compromising security or visibility. By leveraging role-based access, you can ensure each team member has the exact level of authority they need to execute returns and exchanges, export order data, and update inventory statuses.

## Merchant setup
### Step 1: Add a New Member
* Go to **Settings > Members & Permissions** in the Synctrack Returns admin console.
* Click **Add Member** to open the user-creation panel.


![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_bl019r.png)

### Step 2: Set Up Staff Credentials
* **Name**: Enter the name of the staff member.
* **Email**: Provide their corporate email for login and notifications.
* **Password**: Assign a secure, temporary password (or let the system generate one) to enable immediate access.


![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_kkcrus.png)

### Step 3: Trigger Account Activation
* After saving, the system will: Send an email invitation with a secure login link.
* Staff member click **“Login now”** to access the return management.


![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_ok3fjb.png)

### Step 4: Delegate Order Management Tasks
* On first login, staff members access a focused Return & Exchange Management workspace featuring:
* **Order Status Dashboard:** Live insights into pending, in-progress, and completed returns.
* **Export CSV**: One-click data extract for downstream reporting or ERP integration.


![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1fh885t.png)

### Step 5: Execute Core Return Workflows
Authorized staff can:
* **Mark as Received:** Confirm receipt of returned items and update warehouse logs.
* **Mark as Restocked:** Classify SKU condition (Resellable/Non-Resellable), log Arrival Date, and append Comments (e.g., QC findings, damage notes).


![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_8grz33.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_h5wyj7.png)

| The Members & Permissions feature in Synctrack Returns is your strategic lever for delegating order-management tasks, maintaining data integrity, and scaling your support operations. By following this guide, you’ll accelerate time-to-value, ensure compliance, and empower your staff to deliver exceptional post-sales experiences.

## Who can use the feature?

### Available on Enterprise plan