Description of staff permissions
To allow your staff members access to help you to run your store, you need to give them permissions to access specific parts of your Shopify admin and to specific features. You can give staff members a high level of access or limit their access to very specific functions, depending on their position in your store.
In some cases, you need to give staff members multiple permissions to complete tasks in a particular area of you Shopify admin.
Staff members with reduced permissions have a scaled back view of the Shopify admin as soon as you save the permissions.
General staff permissions
- Draft orders
- Gift cards
- Companies (Shopify Plus only)
- Online store
- App development
- Store settings
|Home||Allows staff to view the Home page, which includes sales information and other store data.|
|View||Allows staff to view orders.|
|Manage order information||Allows staff to edit and update non-line item related attributes, such as customer information, shipping information, tags, and metafields, as well as take actions such as sending an invoice, archiving orders, or unarchiving orders.|
|Edit line items||Allows staff to add or remove line items from orders.|
|Apply discounts||Allows staff to apply discounts to existing or new line items in an order.|
|Set payment terms||Allows staff to add payment terms to an order or edit existing payment terms.||Charge credit card||Allows staff to collect payment by entering credit card information.|
|Charge vaulted card||Allows staff to charge a vaulted credit card, which is credit card information that is stored in a credit card vault. This permission applies only to products that were bought through a deferred payment purchase option such as preorders or try before you buy.|
|Mark as paid||Allows staff to mark orders as paid.|
|Capture payments||Allows staff to manually capture payments for orders..|
|Fulfill and ship||Allows staff to fulfill and ship orders.|
|Buy shipping labels||Allows staff to create and buy shipping labels.|
|Return||Allows staff to create and process returns.|
|Refund||Allows staff to refund and restock orders.|
|Cancel||Allows staff to cancel orders.|
|Export||Allows staff to export orders.|
|Delete||Allows staff to delete orders.|
|Manage||Allows staff to manage abandoned checkouts.|
|View||Allows staff to view draft orders.|
|Create and edit||Allows staff to create and edit draft orders, duplicate orders, send and share an invoice, and update customer contact and shipping information.
This permission requires at least one payment permission for staff to convert a draft order to an order. Payment permissions include Set payment terms, Charge credit card, or Mark draft orders as paid.
|Apply discounts||Allows staff to apply and remove discounts.|
|Set payment terms||Allows staff to set the payment terms for draft orders and convert the draft order to an order.|
|Charge credit card||Allows staff to collect payment by entering credit card information.|
|Mark as paid||Allows staff to mark draft orders as paid.|
|Export||Allows staff to export draft orders.|
|Delete||Allows staff to delete draft orders.|
|View||Allows staff to view products.
This permission doesn't allow staff to view product costs.
|View cost||Allows staff to view product cost.|
|Create and edit||Allows staff to create, edit, import, publish, share, and archive products and collections.
This permission doesn't allow staff to edit product cost or product price.
|Edit cost||Allows staff to edit product cost.|
|Edit price||Allows staff to edit product price.|
|Export||Allows staff to export products and inventory.|
|Delete||Allows staff to delete products, variants, and collections.|
|Manage||Allows staff to create, transfer, track, import, and export inventory.
Allows staff to edit inventory quantities, SKUs, and barcodes.
Allows staff to view the history of inventory adjustments for products and variants whose inventory is being tracked by Shopify, and analyze changes to inventory levels in the Inventory Reports section.
|View||Allows staff to view catalogs.|
|Create and edit||Allows staff to view, create, edit, archive, and import catalogs.|
|Delete||Allows staff to delete catalogs.|
|View, create, and delete||Allows staff to view, create, and delete gift cards, and to export gift cards to a CSV file. If your staff needs to create or edit customers from the Gift cards page, then you also need to give them the Customers permission.|
|View||Allows staff to view metaobject definitions, including the details and all associated entries.|
|Create and edit||Allows staff to create and edit metaobject definitions.|
|Delete||Allows staff to delete metaobject definitions.|
|View||Allows staff to view metaobject entries.|
|Create and edit||Allows staff to create and edit metaobject entries.|
|Delete||Allows staff to delete metaobject entries.|
|Customers||Allows staff to view, create, edit, and delete customer profiles.|
|Erase personal data||Allows the staff member to request that a customer's data be erased.|
|Request data||Allows the staff member to request that a customer's data be exported in CSV format to be sent to the customer.|
|Export||This permission is required for staff to export customer profiles.|
|Merge||Allows staff to merge customer profiles.|
Permissions for staff in Plus organizations must be set manually for every individual store they have access to, unless you opt to create a role. Learn more about managing users with Organization Settings.
|View companies||Allows staff to view companies and company locations.|
|Create and edit companies||Allows staff to view, create, and edit companies and company locations.|
|Assign other staff to company locations||Allows staff to assign other staff members to specific company locations.|
|Delete companies||Allows staff to delete companies and company locations.|
|Restrict permissions to assigned company locations||Restricts the admin to display only the Orders, Draft orders, Customers, and Companies associated with the company locations assigned to the staff. |
All other pages in the admin won't be filtered by company. Some customer values, such as Amount spent order values, will display totals for all locations instead of just the total for locations the staff is assigned.
|Reports||Allows staff to view and create reports, which includes sales information and other store data. You can't specify which reports staff can access.|
|Dashboards||Allows staff to view the Overview and Live view pages, which include sales information and other store and sales channels data.|
|View, create, and delete campaigns||Allows staff to view, create, and automate marketing campaigns. If you perform marketing using an app or a sales channel, such as with Shopify Email, then you also need the appropriate Apps and channels permission.
Staff might also need Home permissions to view marketing analytics on the marketing page.
|View, create, and delete||Allows staff to view and create discount codes and automatic discounts, and to export discounts to a CSV file.|
|Themes||Allows staff to view, change, and publish themes.
Gives staff access to the command line interface (CLI) tool.
|Edit code||Allows staff to modify the theme code directly through the code editor.
This permission doesn't block or prevent access to the Assets API.
Access to the CLI tool is still given as part of the Themes permission.
|Blog posts and pages||Allows staff to view, create, change, publish, and delete blog posts and pages.|
|Navigation||Allows staff to view, create, change, and delete navigation.|
|Edit permissions||Allows staff to view and change permissions for staff and collaborators.
The store owner can always edit any staff permissions. Staff with the Edit permissions permission can edit permissions for other staff, but only permissions that they already have.
For instance, a staff member who has the Edit permissions and Manage settings permissions must also have the Themes permission to give or remove the Themes permission to another staff member
If a staff member has the Edit permissions permission, then that staff member can give another staff member the Edit permissions permission. For security reasons, to give another staff member the Edit permissions permission, the staff member who gives the permission must have the same permissions as the staff member who is given the permission.
|Add and remove||Allows the staff member to add other staff members, and update or remove staff accounts.|
|External login services||Allows the staff member to view or update external login services on the Users and permissions page.|
|Revoke access tokens||Allows the staff member to revoke staff device permissions for Shopify apps such as Point of Sale, Shopify Inbox, or Shopify mobile. Any staff member can revoke their own access, but only staff members with this permission can revoke access for other staff.|
|Manage collaborator requests||Allows the staff member to review, accept, or decline collaborator requests to the store.|
|View apps developed by staff and collaborators||Allows the staff member to view apps that are developed by your staff or by collaborators.|
|Develop||Allows the staff member to create and update custom apps that are installed on your store.|
|Enable development||Allows the staff member to permit staff and collaborators to develop custom apps. By default, custom app development isn't permitted.|
|Manage settings||Allows staff to access most of the administration options on the Settings page and Preferences page of your Shopify admin, and to create webhooks.
Learn about the minimum required permissions for access to administration tasks on the Settings page.
|Taxes and duties||Allows staff to manage taxes and duties.|
|Locations||Allows staff to create, change, and delete the locations where you stock or manage inventory.|
|Domains||Allows staff to view and edit domain settings.|
|Transfer domain to another Shopify store||Allows the staff member to transfer the store's domain to another Shopify store. To transfer the domain, the staff member must meet the following criteria:
|View customer events||Allows staff to view customer events, including app pixels and custom pixels.|
|Manage and add custom pixels||Allows staff to manage and add custom pixels.|
|Store policies||Allows staff to create and manage store policies.|
|Manage plan||Allows staff to make changes to the store's subscription plan. Only the store owner can pause or deactivate the store.|
|Manage app billing||Allows the staff member to view app billing charges for one-time purchases, app usage, and app subscriptions.|
|View Shopify Payments payouts||Allows the staff member to view Shopify Payments settings, payouts, and transactions.
To use this permission, the Manage settings permission must also be activated.
|Manage other payment settings||Allows the staff member to manage payment methods other than Shopify Payments, including PayPal, third-party providers, manual payments, and additional payment types
To use this permission, the Manage settings permission must also be activated.
|View Balance account activity||Allows the staff member to view Shopify Balance transactions and the amount available to spend.|
|View all Shopify Credit account activity||Allows the staff member to view Shopify Credit transactions, Cardholder details, their spending limits and usage, and the remaining credit limit.|
Apps and channels permissions
The staff member can view and access the apps and sales channels that you specify.
|Manage and install apps and channels||Allows the staff member to manage apps and channels if their permissions match the permissions that the app or channel requires. The staff member can add, access, or delete apps and channels. If any new apps or channels are installed in the future, then the staff member can access or delete those apps or channels without you updating this permission.|
|Approve app charges||Allows the staff member to install apps that have a cost associated with them, such as a one-time charge or a recurring subscription. A staff member needs to have this permission to install apps that offer a free trial period that then becomes a paid subscription.|
|Specific apps and sales channels||If you check specific apps and sales channels, then the staff member can only access those apps and sales channels. They can't install or delete apps. If any new apps are installed in the future, then you need to update this permission to give the staff member access to them.|