Get your workspace, profile, and team permissions configured correctly before you connect Shopify or send your first campaign.
Quick check You need an active Tajo account and admin access to invite teammates. If you signed up through the Shopify App Store, you are already the workspace Owner.
Step 1: Complete Your Workspace Profile
- Open Tajo > Settings > Workspace.
- Set the workspace name (usually your store or company name).
- Set the default time zone. Automations and reports use this for scheduling and daily summaries.
- Set the default currency. This should match your primary Shopify store currency so revenue reports stay accurate.
- Click Save.
Step 2: Secure the Owner Account
The Owner has full control, including billing and the ability to disconnect integrations. Protect it:
- Use a unique, strong password.
- Turn on two-factor authentication in Settings > Security.
- Use a shared company email alias (for example,
[email protected]) rather than one person’s inbox, so you do not lose access if that person leaves.
Step 3: Invite Your Team
- Go to Settings > Members.
- Click Invite member.
- Enter the teammate’s email address.
- Choose a role (see the table below).
- Click Send invite. The invite expires after 7 days.
Invited users receive an email link to set their password. Pending invites appear in the Members list with a Pending badge until accepted.
Roles Explained
Tajo uses four roles. Assign the lowest role that still lets someone do their job.
| Role | Can do | Cannot do | Best for |
|---|---|---|---|
| Owner | Everything, including billing and disconnecting integrations | (no restrictions) | Business owner, primary admin |
| Admin | Manage members, connections, automations, campaigns | Change the billing plan or delete the workspace | Marketing lead, agency manager |
| Editor | Build and send campaigns, edit automations and segments | Manage members or integrations | Marketers, copywriters |
| Analyst | View dashboards, reports, and campaign results | Edit or send anything | Stakeholders, finance, contractors |
Tip Agencies and freelancers should be given Editor or Analyst, never Owner. You keep control of billing and the Brevo and Shopify connections.
Step 4: Change or Remove a Member
- In Settings > Members, find the person.
- Use the role dropdown to change their access. Changes take effect immediately.
- To remove someone, click the menu and choose Remove. They lose access at once, but any campaigns or automations they built remain in the workspace.
Step 5: Transfer Ownership
If the Owner is leaving, transfer ownership before removing their account:
- The current Owner opens Settings > Members.
- Select the new person (they must already be an Admin).
- Click Transfer ownership and confirm.
You cannot remove the last remaining Owner. Always transfer first.
Common Questions
How many members can I add? This depends on your plan. See plans and pricing.
Does removing a member delete their work? No. Campaigns, segments, and automations stay with the workspace.
Can one person belong to multiple workspaces? Yes. Agencies managing several stores can switch workspaces from the top-left workspace menu.
Next Steps
With roles in place, connect your store and start syncing data:
Get Help
- Live Chat: available in the Tajo dashboard (bottom right)
- Email Support: [email protected]
- Documentation: docs.tajo.io