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.

Caution

Some permissions allow staff to view private store and customer data. Only give these sensitive permissions to your most trusted staff members. Consider distributing sensitive administrative tasks across several different staff members to prevent any one staff member's account from becoming vulnerable. Encourage all your staff to activate 2-step authentication for their account.

General staff permissions

Note

Updating your staff permissions in the Shopify admin only affects admin permissions, and doesn't change permissions set up through apps.

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

Permissions in the Home section of the Users and Permissions page.

Permission	Description
Home	Allows 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.

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

Permissions in the Draft orders section of the Users and Permissions page.

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

Permissions in the Products section of the Users and Permissions page.

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, and analyze changes to inventory levels in the Inventory Reports section. Allows staff to view Reports by sales channel.

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.

Permissions in the Files section of the Users and Permissions page.

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.

Permissions in the Catalogs section of the Users and Permissions page.

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

Permissions in the Gift cards section of the Users and Permissions page.

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

Permissions in the Content section of the Users and Permissions page.

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

Permissions in the Customers section of the Users and Permissions page.

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

Plan requirement

Companies permissions are available only to stores on the Shopify Plus plan.

Note

If your staff had Customers permissions before January 31, 2024, then they were automatically granted Companies permissions. This is because Companies permissions were previously a part of Customers permissions. The content your staff has access to hasn't changed, and you can now control your staff's permissions with more granularity.

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.

Plus-only permissions in the Companies section of the Store Permissions page.

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

Permissions in the Analytics section of the Users and Permissions page.

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

Permissions in the Marketing section of the Users and Permissions page.

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. 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.

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

Permissions in the Online store section of the Users and Permissions page.

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

Permissions in the User management section of the Users and Permissions page.

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

Permissions in the App development section of the Users and Permissions page.

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

Permissions in the Store settings section of the Users and Permissions page.

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: be a staff member in both stores be given this permission in both stores
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

Permissions in the Finance section of the Users and Permissions page.

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.

Permissions in the Apps and channels section of the Users and Permissions 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. 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.