Create an organization from a single store

Early access

Creating an organization is in early access and available only to certain merchants.

Stores that aren't on the Shopify Plus plan can transfer two stores to create an organization. When you create an organization, you can manage user roles and billing for all stores within the organization.

If you have additional eligible stores, then you can transfer them to an existing organization.

Eligibility requirements

All stores must meet the following requirements for creating an organization:

• An organization must have at least two stores.
• You must be the store owner for all stores that you want to transfer.
• All stores within an organization must have the same billing currency. For example, you can create an organization with two stores that have USD billing currency. Any stores that have CAD billing currency won't be eligible to add to your organization.
• You can't create an organization from stores that have INR billing currency.

Considerations for transferring a store to an organization

Review the following additional considerations before moving your store to a new organization or new owner.

User permission considerations

• When transferring a store in your organization to a new owner or another organization you own, users keep their store level permissions, but their organization level permissions are removed. You might need to review staff permissions after you complete a transfer.
• After you create a new organization, users who were assigned user management or billing might have their permissions removed because these are now organization level permissions. Review user permissions to ensure they're assigned the correct roles after you've created your new organization.

Billing and Finance permissions considerations

• After you transfer a store to an organization, the following Finance permissions are moved to the organization level Billing permissions, and are removed from all users except for the Organization owner:
  • View billing and receive billing emails
  • Edit billing payment methods and pay invoices
• The organization level Billing permissions apply to all stores in an organization. Because this is sensitive information, Billing permissions are only available to the Organization owner, and to any staff with the Organization administrator role.
• You can assign the following store level Finance permissions to user roles in your organization:
  • Manage plan
  • Manage app billing
  • View Shopify Payments payouts
  • Manage other payment settings
  • View Balance account activity
  • View all Shopify Credit account activity
• If you haven't met your billing threshold when you transfer ownership of a store to a new owner, then the new owner is responsible for paying any outstanding bills. Learn more about additional preparations for transferring a store to a new owner.

Additional considerations

• Only the organization owner can create an organization and transfer stores to an organization.
• If you're transferring a store to a new owner or removing from the organization and it's the only store in your organization, then the organization is deleted.

Create a new organization

You can create a new organization with two stores by transferring stores to a new organization.

Steps:

1. From your Shopify admin, go to Settings > General.
2. In the Store transfer section, click Transfer.
3. Select To an organization I own, and then click Continue.
4. Enter a name for your new organization.
5. Select another store that you want to add to your new organization.
6. Click Continue.
7. Select the billing payment method.
8. Optional: Add backup billing payment methods.
9. Click Continue.
10. Review the organization details, and then click Confirm.

Add a store to an organization

You can add a store to an existing organization that you own. When you add a store to an organization, the store adopts the organization's billing payments methods.

Steps:

1. From your Shopify admin, go to Settings > General.
2. In the Store transfer section, click Transfer.
3. Select To an organization I own, and then click Continue.
4. Select the organization.
5. Click Continue.
6. Review the organization details, and then click Confirm.

Remove a store from an organization

Caution

After you remove a store from an organization, the billing payment method is removed. Update your billing payment method to ensure your store's billing isn't interrupted.

Organization level roles won't be retained. The Organization owner can set these roles up again in the store after it's removed from the organization.

You can remove a store from an organization in Settings > General for the store that you want to remove. Only the organization owner can remove a store from an organization.

Before you remove a store from your organization, you might need to consider the store ownership. As an organization owner, you can have stores owned by other users in your organization. When you remove a store from an organization, the store owner remains the same as it was in the organization. If you prefer to be the store owner, then you need to update the store owner to your account.

Steps:

1. From your Shopify admin, go to Settings > General.
2. Click Remove store from organization.
3. Click Remove store to confirm.
4. To add a billing payment method, go to Settings > Billing.
5. In the Current billing cycle section, click Edit billing profile.
6. In the Payment methods section, click Add payment method.
7. Choose your Payment method type. Depending on the payment method, add required information or log in to PayPal and add the payment method.

After you remove a store from an organization, the Settings page no longer has Organization settings.