Migrating to the role-based access control model
User management with Organization Settings supports a role-based access control model.
With the role-based access control model, you can assign roles to users. If your organization is on the Shopify Plus plan, then you can assign roles to user groups, and then assign the user group to a user. A user group is a collection of users that share certain organization attributes, such as North American Customer Support or B2B Sales Team.
The user role represents the user's job in the organization and contains all the granular permissions for the user to do their job. When a role is assigned to a user, the associated permissions are granted to the user. When a role is removed from the user, the permissions are also removed. One or multiple roles can be assigned to either a user or a user group. These roles grant the user or user group the accumulative permissions from all the roles. This means that you can accurately and uniformly change user permissions through their role and reduce instances where a user is accidentally given permissions that aren't part of their job.
There are two types of predefined user roles available. System roles are predefined roles and can't be edited. Custom roles are predefined roles that you can edit to suit your business needs. Learn more about the available predefined user roles.
Roles are grouped into different categories: organization or stores. Each category represents a unique business context and permissions specific to that context. Learn more about user role categories.
User access exceptions
Review the following exceptions to understand how your existing user management permissions will be affected:
- Users with organization-level user management permissions: These users are automatically assigned an Organization administrator role. This role grants users view, create, edit, and delete permissions on all resources across all stores in your organization, with the exception of transferring organization ownership. These users can fully manage users and user permissions without any disruption.
- Users with store-level management permissions: These users can still remove or suspend user access, but they can't modify user access or invite new users. To continue modifying users or inviting new users, you can assign them either an Organization administrator or a Store user administrator role.
- Store owners in organizations on the Shopify Plus plan: If you're the current owner of a store in an organization, then you'll be automatically migrated to the Store owner role in the role-based access control model. You can manage user accounts, including adding and removing users and changing user roles. The store owner in an organization can't create or manage roles. If you have access to other stores in an organization or organization level features, but aren't the store owner, then the organization owner or store owner must assign a new role to you to grant you additional permissions.
Migrating users to the roles-based access control model
When your store or organization migrates to the role-based access control model, your existing user access remains unchanged with some exceptions to user management permissions.
You can directly assign a role to a user. If your store is on the Shopify Plus plan, then you can also assign a role to a user group, and then assign the user group to the user.
After the user is assigned a role, either directly or through a group (Plus plan only), the permissions in the role replace the previous permissions and migrate the user to roles.
You can assign your users to predefined roles. If the pre-defined roles don't meet your requirements, then you can create a role with the permissions you require for your users.
If you haven't migrated all of your users to roles before February 1, 2025, then your permissions are automatically converted to roles and assigned to a user or a user group. This conversion doesn't change your users' access, but it does add a list of per-user or per-store roles to your roles index that you might want to customize.
Migrating users with permissions only
If your users didn’t have roles and had permissions only, then you can migrate by assigning them a role. If your store is on the Shopify Plus plan, then your can also assign users to a user group.
Users that aren’t yet migrated display a Legacy Access badge in the Users section of your Shopify admin settings. You can filter and sort your users by Legacy Access to display all users that need to be migrated.
Complete any of the following actions to migrate your Legacy Access users:
- assign a role to your users
- (Plus plan only) create a user group and assign a user group to a user.
Migrating legacy roles
If your organization already had roles, then your legacy roles are automatically converted to user groups with the same names. These converted user groups display a Legacy Access badge. All the users that were previously assigned the legacy role are now assigned to this new user group.
You can't assign a Legacy role to a user. Legacy roles have been converted to groups, and no longer control user permissions. You need to migrate your Legacy role groups before you can assign permissions to any users.
To migrate these users, assign a new role to the legacy user group. You can assign users to an existing role, or create a new role to match your user group.
For example, if your legacy role was for your East Coast sales representatives, then you can create a role with selected permissions and assign the role to the group.
To migrate your Legacy Access groups, first create new roles, and then assign the new roles to the group created from your legacy role. This action migrates every user in the legacy role.
Provisioning users with SCIM
If you're using System for Cross-domain Identity Management (SCIM) to provision users to Shopify, then assign SCIM users to groups instead of roles in your identity service provider.
To add new groups to your identity, first create a user group in your Shopify admin, and then add the group name to your user assignment in your identity service provider.
You don't need to migrate existing users that have already been provisioned through SCIM to new groups. However, if you want to assign a role or group to a new user, or change role assignment for a user through your identity service provider, then you need to first migrate your Legacy roles or create a new user group in your Users settings in your Shopify admin, and then assign the group to your user in your identity service provider. The optional field is still labeled Role Name (Optional), but the value it takes is a user group.
If you want to provision a new user with a Legacy role, update the Legacy role user group by assigning a new role to the group in your Shopify admin, and then assign that group in your identity service provider. Use the user group name in the role field in your identity service provider.
If you want to provision a user to a new role, then create a new role and assign the role to the user group in your Shopify admin, and then assign that group in your identity service provider. Use the user group name in the role field in your identity service provider.
Learn more about SCIM user management.