Descriptions 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 for 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 business.

In some cases, you need to give staff members multiple permissions to complete tasks in a particular area of your 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

Home

Permissions in the Home section of the Users and Permissions page.
PermissionDescription
HomeAllows staff to view the Home page, which includes sales information and other store data.

Orders

Permissions in the Orders section of the Users and Permissions page.
PermissionDescription
ViewAllows staff to view orders.
Manage order informationAllows 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 itemsAllows staff to add or remove line items from orders.
Apply discountsAllows staff to apply discounts to existing or new line items in an order.
Set payment termsAllows staff to add payment terms to an order or edit existing payment terms.
Charge credit cardAllows staff to collect payment by entering credit card information.
Charge vaulted cardAllows 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 paidAllows staff to mark orders as paid.
Capture paymentsAllows staff to manually capture payments for orders.
Fulfill and shipAllows staff to fulfill and ship orders.
Buy shipping labelsAllows staff to create and buy shipping labels.
ReturnAllows staff to create and process returns.
RefundAllows staff to refund and restock orders.
CancelAllows staff to cancel orders.
ExportAllows staff to export orders.
DeleteAllows staff to delete orders.
Abandoned checkouts > Manage Allows staff to manage abandoned checkouts.

Draft orders

Permissions in the Draft orders section of the Users and Permissions page.
PermissionDescription
ViewAllows staff to view draft orders.
Create and editAllows 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 discountsAllows staff to apply and remove custom line item and order discounts. Staff will also need the Discounts permission to apply discount codes.
Set payment termsAllows staff to set the payment terms for draft orders and convert the draft order to an order.
Charge credit cardAllows staff to collect payment by entering credit card information.
Mark as paidAllows staff to mark draft orders as paid.
ExportAllows staff to export draft orders.
DeleteAllows staff to delete draft orders.

Products

Permissions in the Products section of the Users and Permissions page.
PermissionDescription
ViewAllows staff to view products.
This permission doesn't allow staff to view product costs.
View costAllows staff to view product cost.
Create and editAllows 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 costAllows staff to edit product cost.
Edit priceAllows staff to edit product price.
ExportAllows staff to export products and inventory.
DeleteAllows staff to delete products, variants, and collections.
Inventory > 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.

Catalogs

Permissions in the Catalogs section of the Users and Permissions page.
PermissionDescription
ViewAllows staff to view catalogs.
Create and editAllows staff to view, create, edit, archive, and import catalogs.
DeleteAllows staff to delete catalogs.

Gift cards

Permissions in the Gift cards section of the Users and Permissions page.
PermissionDescription
View, create, and deleteAllows 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.

Content

Permissions in the Content section of the Users and Permissions page.
PermissionDescription
Metaobject definitions
ViewAllows staff to view metaobject definitions, including the details and all associated entries.
Create and editAllows staff to create and edit metaobject definitions.
DeleteAllows staff to delete metaobject definitions.
Entries
ViewAllows staff to view metaobject entries.
Create and editAllows staff to create and edit metaobject entries.
DeleteAllows staff to delete metaobject entries.

Customers

Permissions in the Customers section of the Users and Permissions page.
PermissionDescription
ViewAllows the staff member to view customer profiles.
Create and editAllows the staff member to create and edit customer profiles.
Erase personal dataAllows the staff member to request that a customer's data be erased.
Request dataAllows the staff member to request that a customer's data be exported in CSV format to be sent to the customer.
ExportThis permission is required for staff to export customer profiles.
MergeAllows the staff member to merge customer profiles.
View store credit transactionsAllows the staff member to view details of store credit account transactions.
Edit store creditAllows the staff member to debit and credit a customer's store credit account.
DeleteAllows the staff member to delete customer profiles.

Companies

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.

Plus-only permissions in the Companies section of the Store Permissions page.
PermissionDescription
View companiesAllows staff to view companies and company locations.
Create and edit companiesAllows staff to view, create, and edit companies and company locations.
Assign other staff to company locationsAllows staff to assign other staff members to specific company locations.
Delete companiesAllows staff to delete companies and company locations.
Restrict permissions to assigned company locationsRestricts 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.

Analytics

Permissions in the Analytics section of the Users and Permissions page.
PermissionDescription
ReportsAllows staff to view and create reports, which includes sales information and other store data. You can't specify which reports staff can access.
DashboardsAllows staff to view the Overview and Live view pages, which include sales information and other store and sales channels data.

Marketing

Permissions in the Marketing section of the Users and Permissions page.
PermissionDescription
View, create, and delete campaignsAllows 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 also need the Home and Reports permissions to view the marketing analytics on the Marketing page.

Discounts

Permissions in the Discounts section of the Users and Permissions page.
PermissionDescription
View, create, and deleteAllows staff to view and create discount codes and automatic discounts, and to export discounts to a CSV file.

Online store

Permissions in the Online store section of the Users and Permissions page.
PermissionDescription
ThemesAllows staff to view, change, and publish any free or paid for themes in the Theme library section of the Themes page of your Shopify admin. It also gives staff access to the command line interface (CLI) tool.

Users also need some Apps and channels permissions to install additional themes from the Shopify Theme Store or to purchase existing trial themes in the theme library. Manage and install apps and channels is required to install additional themes, and Approve app charges is required to install themes that have a cost associated with them.
Edit codeAllows 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 pagesAllows staff to view, create, change, publish, and delete blog posts and pages.
NavigationAllows staff to view, create, change, and delete navigation.

Users

Permissions in the User management section of the Users and Permissions page.
PermissionDescription
Edit permissionsAllows 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 removeAllows the staff member to add other staff members, and update or remove staff accounts.
External login servicesAllows the staff member to view or update external login services on the Users and permissions page.
Revoke access tokensAllows the staff member to revoke staff device permissions for Shopify apps such as Point of Sale, Shopify Inbox, or the Shopify app. Any staff member can revoke their own access, but only staff members with this permission can revoke access for other staff.
Collaborators > Manage collaborator requests Allows the staff member to review, accept, or decline collaborator requests to the store.

App development

Permissions in the App development section of the Users and Permissions page.
PermissionDescription
View apps developed by staff and collaboratorsAllows the staff member to view apps that are developed by your staff or by collaborators.
DevelopAllows the staff member to create and update custom apps that are installed on your store.
Enable developmentAllows the staff member to permit staff and collaborators to develop custom apps. By default, custom app development isn't permitted.

Store settings

Permissions in the Store settings section of the Users and Permissions page.
PermissionDescription
Manage settingsAllows 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.
Shipping and deliveryAllows staff to manage shipping and delivery settings.
Taxes and dutiesAllows staff to manage taxes and duties.
LocationsAllows staff to create, change, and delete the locations where you stock or manage inventory.
Store creditAllows the staff member to manage store credit settings.
DomainsAllows staff to view and edit domain settings.
Transfer domain to another Shopify storeAllows 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
View customer eventsAllows staff to view customer events, including app pixels and custom pixels.
Manage and add custom pixelsAllows staff to manage and add custom pixels.
Store policiesAllows staff to create and manage store policies.

Finance

Permissions in the Finance section of the Users and Permissions page.
PermissionDescription
View billing and receive billing emailsAllows the staff member to view, download, or export Shopify bills. They can also view billing information, payment methods and receive billing related emails. However, Contributors who have this permission don't receive billing emails.
Edit billing payment methods and pay invoicesAllows the staff member to add a payment method on the Billing page, and to pay billing invoices if a payment fails.
Manage planAllows staff to make changes to the store's subscription plan. Only the store owner can pause or deactivate the store.
Manage app billingAllows the staff member to view app billing charges for one-time purchases, app usage, and app subscriptions.
View Shopify Payments payoutsAllows 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 settingsAllows 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 activityAllows the staff member to view Shopify Balance transactions and the amount available to spend.
View all Shopify Credit account activityAllows 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.

Permissions in the Apps and channels section of the Users and Permissions page allow staff to install and manage apps and sales channels.
PermissionDescription
Manage and install apps and channelsAllows 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.

Users need the Manage and install apps and channels permission to install additional themes from the Shopify Theme Store.
Approve app chargesAllows the staff member to install apps, or themes from the Shopify Theme Store, that have a cost associated with them, such as a one-time charge or a recurring subscription. A staff member still needs to have the Approve app charges permission to install apps that offer a free trial period that then becomes a paid subscription.
Specific apps and sales channelsIf 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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