User groups for organizations

Plan requirement

Organization Settings are available only for organizations on the Shopify Plus plan.

Early access

User groups are in early access and only available to certain merchants.

A user group is a collection of users that share certain permissions and store access. For example, a North American Customer Support user group or a B2B Sales Team user group. A user can be added to multiple groups and automatically receive the permissions defined for the user groups.

When a user is removed from a user group, the permissions assigned from the user group are removed. When a group is deleted, all the user permissions 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.
2. In the Organization section, click Users > 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.
2. In the Organization section, click Users > 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

Note

When you delete a user group, all permissions and stores that were assigned to the group are removed from the user's permissions.

1. From your Shopify admin, go to Settings.
2. In the Organization section, click Users > 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.
2. In the Organization section, click Users.
3. Click the user that you want to add to the group.
4. Click Assign.
5. Select the group that you want to assign to the user.
6. Click Save.

Assign a user group to users in bulk

1. From your Shopify admin, click Settings.
2. In the Organization section, click Users.
3. In the Users list, select the checkboxes for the staff that you want to assign a role to.
4. Click Assign user group.
5. 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.
2. In the Organization section, click Users.
3. Click the user that you want to remove from the group.
4. Click ... next to the group that you want to remove the user from, and then click Remove group.
5. Click Save.