Description of staff permissions

To allow your staff members access to help you to run your store, you need to give them permissions to 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.

General staff permissions

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

Enables 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.
  • Charge vaulted card: This permission is required for staff to be able 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

Enables 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.
Products Enables staff to view, create, import, and change products, collections, and inventory.
Gift cards

Enables 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.

Customers

Enables 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: Enables the staff member to request that a customer's data be erased.
  • Request customer data: Enables the staff member to request that a customer's data be exported in CSV format to be sent to the customer.
Reports Enables staff to view and create reports, which includes sales information and other store data. You can't specify which reports staff can access.
Dashboards Enables staff to view the Overview and Live view pages, which include sales information, and other store and sales channels data.
Marketing Enables 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 Enables 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 enable staff to access features that affect the appearance of your online store.
Permission Description
Themes Enables staff to view, change, and publish themes.
Blog posts and pages Enables staff to view, create, change, publish, and delete blog posts and pages.
Navigation Enables staff to view, create, change, and delete navigation.
Domains

Enables staff to view and edit domain settings.

  • Transfer domain to another Shopify store: Enables 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 enable staff members to give permissions to other staff members.
Permission Description
Manage settings

Enables 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 Enables staff to create, change, and delete the locations where you stock or manage inventory.
Edit permissions

Enables 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 be able 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: Enables the staff member to add other staff members, and update or remove staff accounts.
  • Manage collaborator requests: Enables the staff member to review, accept, or decline collaborator requests to the store.
External login services Enables the staff member to view or update external login services on the Users and permissions page.
Revoke access tokens for other staff Enables 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

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

  • Develop apps: Enables the staff member update custom apps that are installed on your store.
  • Enable app development: Enables 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 enable staff to manage bills and payments.
Permission Description
View billing and receive billing emails

Enables 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: Enables the staff member to add a payment method Billing page, and to pay billing invoices if a payment fails.
  • Manage plan: Enables staff to make changes to the store's subscription plan. Only the store owner can pause or deactivate the store.
  • Manage app billing: Enables the staff member to view app billing charges for one-time purchases, app usage, and app subscriptions.
View Shopify Payments payouts Enables the staff member to view Shopify Payments settings, payouts, and transactions.
Manage payment settings Enables the staff member to manage payment methods other than Shopify Payments, including PayPal, third-party providers, manual payments, and additional payment types.

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 enable staff to install and manage apps and sales channels.
Permission Description
Manage and install apps and channels

Enables 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: Enables 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 be able 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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