Adding Sites, Managing Team Members, and Your Personal Info in Shopify Admin

This doc covers three related account management tasks: adding sites to your Lucky Orange account, managing the team members who have access to it, and updating your own personal info.

Adding sites

How do I add a site to my Lucky Orange account?

1. From your Shopify Admin, find Apps in the left navigation and click Lucky Orange.
2. In the expanded menu, click Plan Pricing.
3. Under Customize Plan, adjust the Sites field to the number of sites you'd like to track.
4. Click Save.
5. Then navigate to the site(s) you want to add Lucky Orange to and install Lucky Orange on those sites. 

Keep in mind: every site you track contributes to your monthly session limit, so adding sites may affect which plan tier fits your needs.

Where to access team settings

How do I get to team member settings?

1. From your Shopify Admin, find Apps in the left navigation and click Lucky Orange.
2. In the expanded menu, click Settings.

You'll land on the Members section at the top of the Settings page.

Managing members

What will I see in the Members section?

A table of everyone with access to your account, showing:

• Name — the member's name
• Teams — which team(s) they belong to
• Access — their role (Admin, Creator, Member, or Owner)
• View Details — opens more information about that member

How do I invite a new member?

Click Add Member in the top-left of the Members section. In the Invite A New Member window:

1. Enter the member's Name and Email.
2. Choose which site(s) to add them to, and which team(s) they're part of.
3. Assign a role:
   • Admin — access to all areas of the app, including account settings, site settings, billing, and team management. Admins cannot adjust the Owner's permissions.
   • Creator — member-level permissions, plus the ability to create surveys, announcements, chat invites, and funnels. Cannot access chat settings/logs or site settings.
   • Member — the default level for most users. Access to most major features, but cannot create or access site settings.
4. Click Send Invite.
5. Each new team member that is added will get an email to complete their registration.

Note: Owner is a separate role shown in the Members table, but it isn't one you assign when inviting someone — it belongs to whoever initially created the account and handles the billing.

Managing teams

What are Teams for?

Teams let you group members together — useful for organizing who's responsible for what (e.g. a Support team, a Marketing team).

How do I create a new team?

1. In the Teams section (just below Members), click Add Team.
2. In the New Team window, give your team a name.
3. Optionally, toggle Public Facing on or off.
4. Add one or more Team Leader(s) and any additional Team Member(s).
5. Click Done.

How do I view or manage an existing team?

In the Teams list, click See Details next to any team to view or manage its members.

Managing your personal info

How do I update my own profile?

Scroll to the Personal Info section at the bottom of the Settings page. From here you can update:

• Profile Image — click Update next to your avatar to change it.
• Customer Facing Name — the name displayed to others, for example what will others will see why using chat.
• Title — your role or title.
• Email — marked Internal Only, meaning it's used for internal account purposes and isn't visitor-facing.

You must click save in the top banner once the changes have been made.