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

Permissions in the General section of the Add staff page allow staff access to different pages in the Shopify admin, reports, and orders access.
Permission Description
Home Allows staff to view the Home page, which includes sales information and other store data.
Orders

Allows staff to view, create, update, delete, cancel, and export orders; and receive order notifications.

  • Edit orders: This permission is required for staff to edit items and discounts in an order.
  • Export orders: This permission is required for staff to export orders. Only merchants on the Shopify Plus plan can give this permission to staff.
  • Refund orders: This permission is required for staff to refund orders. If your staff doesn't have this permission, then they can still issue a refund when canceling an order.
  • Charge vaulted card: This permission is required for staff to charge a vaulted credit card, which is credit card information that is stored in a credit card vault. This permission only applies to products that were bought through a deferred payment purchase option such as preorders or try before you buy.
Draft orders

Allows staff to create, change, and delete draft orders.

  • Export draft orders: This permission is required for staff to export draft orders. Only merchants on the Shopify Plus plan can give this permission to staff.
View products

Allows staff to view products.

This permission doesn't allow staff to view product costs.

View product cost

Allows staff to view product cost.

This permission requires the View products permission.

Create and edit products

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.

This permission requires the View products permission.

Edit product cost

Allows staff to edit product cost.

This permission requires the View products, View product cost, and Create and edit products permissions.

Edit product price

Allows staff to edit product price.

This permission requires the View products, View product cost, and Create and edit products permissions.

Manage inventory

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.

This permission requires the View products permission.

Export products and inventory

Allows staff to export products and inventory.

This permission requires the View products permission.

Delete products and collections

Allows staff to delete products, variants, and collections.

This permission requires the View products permission.

View catalogs (price lists)

Allows staff to view catalogs.

Create and edit catalogs

Allows staff to view, create, edit, archive, and import catalogs.

This permission requires the View catalogs (price lists) permission.

Delete catalogs

Allows staff to delete catalogs.

This permission requires the View catalogs (price lists) permission.

Gift cards

Allows staff to view, create, issue 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.

Metaobject definitions

Allows staff to view metaobject definitions, including the details and all associated entries.

Create and edit definitions: Allows staff to create and edit metaobject definitions.

Delete definitions: Allows staff to delete metaobject definitions.

Metaobject entries

Allows staff to view metaobject entries.

Create and edit entries: Allows staff to create and edit metaobject entries.

Delete entries: Allows staff to delete metaobject entries.

Customers

Allows staff to view, add, edit, and delete customer profiles.

  • Export customers: This permission is required for staff to export customer profiles. Only merchants on the Shopify Plus plan can give this permission to staff.
  • Erase customer data: Allows the staff member to request that a customer's data be erased.
  • Request customer data: Allows the staff member to request that a customer's data be exported in CSV format to be sent to the customer.
  • Merge customers: Allows the staff member to merge customer profiles.
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.
Marketing 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.
Discounts Allows staff to view, create discount codes and automatic discounts, and export discounts to a CSV file.

Online store permissions

Permissions in the Online store section of the Add staff page allow staff to access features that affect the appearance of your online store.
Permission Description
Themes Allows staff to view, change, and publish themes.
Blog posts and pages Allows staff to view, create, change, publish, and delete blog posts and pages.
Search and navigation Allows staff to view, create, change, and delete navigation.
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:
    • be a staff member in both stores
    • be given this permission in both stores

Administration permissions

The permissions in the Administration section of the Add staff page allow staff members to give permissions to other staff members.
Permission Description
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.

Locations Allows staff to create, change, and delete the locations where you stock or manage inventory.
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 staff: Allows the staff member to add other staff members, and update or remove staff accounts.
  • Manage collaborator requests: Allows the staff member to review, accept, or decline collaborator requests to the store.
External login services Allows the staff member to view or update external login services on the Users and permissions page.
Revoke access tokens for other staff 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.
View apps developed by staff and collaborators

Allows the staff member to view apps that are developed by your staff or by collaborators.

  • Develop apps: Allows the staff member update custom apps that are installed on your store.
  • Allow app development: Allows the staff member to permit staff and collaborators to develop custom apps. By default, custom app development isn't permitted.

Finance permissions

Permissions in the Finance section of the Add staff page allow staff to manage bills and payments.
Permission Description
View billing and receive billing emails

Allows the staff member to do the following:

  • view, download, or export Shopify bills
  • view billing information and payment methods
  • receive billing related emails.

Collaborators who have this permission don't receive billing emails.

  • Edit billing payment methods and pay invoices: Allows the staff member to add a payment method on the Billing page, and to pay billing invoices if a payment fails.
  • 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.
Manage 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.
View Balance account activity Allows the staff member to view Shopify Balance transactions and the amount available to spend.

Apps and channels permissions

The staff member can view and access the apps and sales channels that you specify.

Permissions in the Apps and channels section of the Add staff page allow staff to install and manage apps and sales channels.
Permission Description
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.

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