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.
On this page
General staff permissions
Permissions
- Home
- Orders
- Draft orders
- Products
- Files
- Catalogs
- Gift cards
- Content
- Customers
- Companies (Shopify Plus plan only)
- Analytics
- Marketing
- Discounts
- Online store
- Users
- App development
- Store settings
- Finance
Home
Permission | Description |
---|---|
Home | Allows staff to view the Home page, which includes sales information and other store data. |
Orders
Permission | Description |
---|---|
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 orders | 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. |
Abandoned checkouts > Manage | Allows staff to manage abandoned checkouts. |
Draft orders
Permission | Description |
---|---|
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 custom line item and order discounts. Staff will also need the Discounts permission to apply discount codes. |
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. |
Products
Permission | Description |
---|---|
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. |
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. |
Files
If a user has permissions for areas that use file content, such as Products or Online store permissions, but no Files permissions, then they have limited access to that content. A preview of any existing content is still displayed, and they can add or remove content already in Files. To fully view or edit the content, upload new content, or delete the content from the Shopify admin, assign the Files permission to the user.
For example, if a user has Products permissions only, and they want to add an additional product image to a product, then they can review thumbnails of the product's media. The user can choose from the existing content in Files and add it to the product, but they can't upload new product media.
The View, Create, and Edit File permissions are automatically selected when you assign users any of the following permissions:
- Any of the following Content permissions:
- Metaobjects definitions
- Entries permissions, including View, Create and Edit, and Delete.
- Any Products permissions.
- Any of the following Online store permissions:
- Themes
- Blogs and Pages
Learn more about uploading and managing files.
Permission | Description | View | Allows staff to view files. |
---|---|
Create | Allows staff to upload files. |
Edit | Allows staff to edit files. |
Delete | Allows staff to delete files. |
Catalogs
All catalogs permissions also require the View products permission. When you select any catalog permission, the View products permission is automatically selected and can't be deselected.
Permission | Description |
---|---|
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. |
Gift cards
Permission | Description |
---|---|
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. |
Content
Permission | Description |
---|---|
Metaobject definitions | |
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. |
Entries | |
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
Permission | Description |
---|---|
View | Allows the staff member to view customer profiles. |
Create and edit | Allows the staff member to create and edit 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 the staff member to merge customer profiles. |
View store credit transactions | Allows the staff member to view details of store credit account transactions. |
Edit store credit | Allows the staff member to debit and credit a customer's store credit account. |
Delete | Allows the staff member to delete customer profiles. |
Companies
Permissions for staff in 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. 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.
Permission | Description |
---|---|
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. |
Analytics
Permission | Description |
---|---|
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.
Staff also need the View products permissions to filter by Sales Channel in the Finance reports summary page. |
Dashboards | Allows staff to view the Overview and Live view pages, which include sales information and other store and sales channels data. |
Marketing
Permission | Description |
---|---|
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. |
Discounts
Permission | Description |
---|---|
View, create, and delete | Allows staff to view and create discount codes and automatic discounts, and to export discounts to a CSV file. |
Online store
Permission | Description |
---|---|
Themes | Allows 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 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. |
Users
Permission | Description |
---|---|
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. A staff member with Edit permissions can grant this permission to another staff member with the same permissions, but cannot revoke it. 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 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
Permission | Description |
---|---|
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.
This permission also requires Manage and install apps and channels permission so the user can access Apps and sales channels settings where they can create and install custom apps. |
Store settings
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. |
Checkout | Allows staff to manage all the associated settings for checkout, such as configurations and customer contact method. |
Shipping and delivery | Allows staff to create, manage, and delete shipping and delivery settings. |
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. |
Store credit | Allows the staff member to manage store credit settings. |
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. |
Finance
Permission | Description |
---|---|
View billing and receive billing emails | Allows the staff member to view, download, or export Shopify bills. They can also view billing information, payment methods and receive billing related emails. However, 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.
To use this permission, the Manage settings and Checkout Store setting 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.
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.
Users need the Manage and install apps and channels permission to install additional themes from the Shopify Theme Store. |
Approve app charges | Allows 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 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. |