Manage Your Team

You installed Kanbanify to get orders out of a list and onto a board. The board works. But you're not the only person fulfilling orders your team is involved in many production stages. They all need to know who's doing what, without tripping over each other. This article covers the team roster: adding people, assigning orders, and keeping everyone aligned.

Kanbanify keeps its own team roster, completely separate from Shopify staff accounts. This matters because Shopify charges for staff seats and ties every account to a Shopify login. Your picker doesn't need a Shopify login — they just need to see orders and know which ones are theirs.

To add someone:

1. Go to Settings → Team roster.
2. Enter a name and an email address. The name is what shows
   on cards and in the assignee dropdown. The email is used as an identifier ( Kanbanify doesn't send emails to teammates ), it just needs a unique key.
3. Click Add. They appear in the list immediately, with a remove button if you ever need to take them off.

There's no invite flow and no confirmation. The teammate doesn't need to accept anything or create a password. They're immediately available everywhere assignments happen.

You can add as many people as you need. The roster lives at the board level everyone you add is available for every order on that board.

When you assign someone to an order, their name appears on the card as a small badge below the order number. Anyone who opens the board can see who owns each card. There's no "my tasks only" view currently; the board is shared and transparent by design.

1. Click the person icon in the bottom right corner of the order card to open the popover
2. Pick a name from the list roster.
3. The card updates immediately.