Adding users to the Shopify organization admin

Add users to your organization by sending them an invitation.

Giving users organization and store accesses

When you add users to your organization, you can give organization-level accesses. If you want to let users log in to a store and make changes to it, then you need to give the users access to the store and give them the permissions that they need to perform tasks within the store.

You have the option of managing organization accesses and store permissions for users by assigning roles to them. If you want to use roles, then verify that the required roles have been created before you add users.

If you give a users access to a store from the Shopify organization admin, then staff accounts are added to that store. However, until they accept their invitation to create an account, users who are invited from the Shopify organization admin don't appear in a store's Shopify admin.

If you create staff member accounts from a store's Shopify admin, then you can manage those users in the Shopify organization admin. Until they accept their invitation, users who are invited directly from a store appear as separate users in your Users list. After users accept, then their user entries are combined into one user in your Users list.

Considerations for two-step authentication

By default, users are required to enable two-step authentication for their accounts. In this case, users are prompted to set up two-step authentication when they log in. You can change two-step authentication is not required for an existing user.

Changing the two-step authentication setting from not required to required logs the user out of Shopify. Before you make this change, verify that the user is not in the middle of a task.

After you remove the two-step authentication requirement for an existing user, the user's authentication settings are not updated automatically. In this case, the user must change the security settings for their own account. Until the user disables two-step authentication in their own security settings, they are still prompted to complete the two-step authentication setup for any store where they have a staff account, whether or not the store is in your organization.

Add users to your Shopify organization admin

Steps:

  1. From your Shopify organization admin, click Users.
  2. Click Add user.
  3. Enter the email addresses of the users who you want to add.
  4. In the Access and permissions section, do either of the following:
    • To give accesses using a role, click Assign role, and then select a role.
    • To give accesses without using a role, select Select custom access, and then add organization-level accesses and store-level accesses.
  5. Optional: To change two-step authentication to not required, do the following:
    1. In the Security section, click Edit.
    2. Select Two-step authentication is not required.
    3. Click Save.
  6. Click Send invite.

Your new user now appears in the users list with the Pending status. After the users accept your invitation, their status changes to Active.

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