User groups for organizations

Plan requirement

User groups are available only for organizations on the Shopify Plus plan.

A user group is a collection of users that share certain user roles. For example, a North American Customer Support user group or a B2B Sales Team user group. When you assign a user to a user group, they're automatically assigned to the user roles for that group. A user can be added to multiple groups.

Note

If your organization hasn't been migrated to the role-based access control model, then you assign permissions directly to groups.

When a user is removed from a user group, the user roles assigned from the user group are removed. When a group is deleted, all the user roles and stores assigned with the group are removed from any users that were assigned to that group.

Create a user group

1. From your Shopify admin, go to Settings > Users and permissions.

2. Click Groups.

3. Click Add group.

4. Enter a name and a description for the group.

5. Click Assign.

6. Select a role that you want to assign to the group. If you're adding a store role, then select the store that you want to assign to the group. Repeat for as many roles as you want to assign to the group.

7. Click Save.

Assign a new role to a user group

1. From your Shopify admin, go to Settings > Users and permissions.

2. Click Groups.

3. Click the group that you want to assign to a new role.

4. Click Assign.

5. Select a role that you want to assign to the group. If you're adding a store role, then select the store that you want to assign to the group. Repeat for as many roles as you want to assign to the group.

6. Optional: If you need to remove a role from the user group, then click … > Remove role next to the role that you want to remove.

7. Click Save.

Delete a user group

1. From your Shopify admin, go to Settings > Users and permissions.

2. Click Groups.

3. Click the group that you want to delete

4. Click Delete.

Assign a user group to a user

1. From your Shopify admin, go to Settings > Users and permissions.

2. Click the user that you want to add to the group.

3. Click Assign.

4. Select the group that you want to assign to the user.

5. Click Save.

Assign a user group to users in bulk

1. From your Shopify admin, go to Settings > Users and permissions.

2. In the Users list, select the checkboxes for the staff that you want to assign a role to.

3. Click Assign user group.

4. Select a role from the drop-down menu, and then click Done.

Remove a user group from a user

1. From your Shopify admin, go to Settings > Users and permissions.

2. Click the user that you want to remove from the group.

3. Click ... next to the group that you want to remove the user from, and then click Remove group.

4. Click Save.