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

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
OrdersAllows staff to view, create, update, delete, cancel, and export orders.
Allows staff to receive order notifications.
Edit ordersThis permission is required for staff to edit items and discounts in an order.
Charge credit cardThis permission is required for staff to collect payment by entering credit card information.
Charge vaulted cardThis 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.
Export ordersThis permission is required for staff to export orders. Only merchants on the Shopify Plus plan can give this permission to staff.
Refund ordersThis permission is required for staff to refund orders.

Draft orders

Permissions in the Draft orders section of the Users and Permissions page.
PermissionDescription
View draft ordersAllows staff to view draft orders.
Create and edit draft ordersAllows 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 discounts.
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 draft orders as paidAllows staff to mark draft orders as paid.
Delete draft ordersAllows staff to delete draft orders.
Export draft ordersAllows staff to export draft orders. Only merchants on the Shopify Plus plan can give this permission to staff.

Products

Permissions in the Products section of the Users and Permissions page.
PermissionDescription
View productsAllows staff to view products.
This permission doesn't allow staff to view product costs.
View product costAllows staff to view product cost.
Create and edit productsAllows 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 product costAllows staff to edit product cost.
Edit product priceAllows staff to edit product price.
Manage inventoryAllows 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.
Export products and inventoryAllows staff to export products and inventory.
Delete products and collectionsAllows staff to delete products, variants, and collections.

Catalogs

Permissions in the Catalogs section of the Users and Permissions page.
PermissionDescription
View catalogsAllows staff to view catalogs.
Create and edit catalogsAllows staff to view, create, edit, archive, and import catalogs.
Delete catalogsAllows staff to delete catalogs.

Gift cards

Permissions in the Gift cards section of the Users and Permissions page.
PermissionDescription
View, create, and delete gift cardsAllows staff to view, create, and 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.

Content

Permissions in the Content section of the Users and Permissions page.
PermissionDescription
View metaobject definitionsAllows staff to view metaobject definitions, including the details and all associated entries.
Create and edit metaobjects definitionsAllows staff to create and edit metaobject definitions.
Delete metaobject definitions Allows staff to delete metaobject definitions.
View entriesAllows staff to view metaobject entries.
Create and edit entriesAllows staff to create and edit metaobject entries.
Delete entriesAllows staff to delete metaobject entries.

Customers

Permissions in the Customers section of the Users and Permissions page.
PermissionDescription
CustomersAllows staff to view, add, edit, and delete customer profiles.
Export customersThis permission is required for staff to export customer profiles. Only merchants on the Shopify Plus plan can give this permission to staff.
Erase customer dataAllows the staff member to request that a customer's data be erased.
Request customer dataAllows the staff member to request that a customer's data be exported in CSV format to be sent to the customer.
Merge customersAllows the staff member to merge customer profiles.

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.
Live viewAllows 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
MarketingAllows 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 might also need Home permissions to view marketing analytics on the marketing page.

Discounts

Permissions in the Discounts section of the Users and Permissions page.
PermissionDescription
View, create, and delete discountsAllows 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 themes.
Gives staff access to the CLI tool.
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.

User management

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

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.
Develop appsAllows the staff member to create and update custom apps that are installed on your store.
Enable app 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.
Taxes and dutiesAllows staff to manage taxes and duties.
LocationsAllows staff to create, change, and delete the locations where you stock or manage inventory.
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 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 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 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.
Approve app chargesAllows 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 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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