Groups

Plan requirement

Groups are available only for organizations on the Shopify Plus plan.

A user group is a collection of users that share certain roles. For example, you can add a North American Customer Support group for customer support users, or a B2B Sales Team group for users who manage B2B related tasks. When you assign a user to a group, they're automatically assigned to any roles that are assigned to the group. A user can be added to multiple groups.

When a user is removed from a user group, the roles assigned from the user group are removed. After a group is deleted, all of the roles and stores assigned with the group are removed from any users that were assigned to that group.

Create a group

1. From your Shopify admin, go to Settings > Users.

2. Click Groups.

3. Click Add group.

4. Enter a name and a description for the group.

5. Click Assign.

6. Select a role that you want to assign to the group. If you're adding a store role, then select the store that you want to assign to the group. Repeat for as many roles as you want to assign to the group.

7. Click Save.

Assign a new role to a group

1. From your Shopify admin, go to Settings > Users.

2. Click Groups.

3. Click the group that you want to assign to a new role.

4. Click Assign.

5. Select a role that you want to assign to the group. If you're adding a store role, then select the store that you want to assign to the group. Repeat for as many roles as you want to assign to the group.

6. Optional: If you need to remove a role from the user group, then click … > Remove role next to the role that you want to remove.

7. Click Save.

Delete a group

1. From your Shopify admin, go to Settings > Users.

2. Click Groups.

3. Click the group that you want to delete

4. Click Delete.

Assign a group to a user

1. From your Shopify admin, go to Settings > Users.

2. Click the user that you want to add to the group.

3. Click Assign.

4. Select the group that you want to assign to the user.

5. Click Save.

Assign a group to users in bulk

1. From your Shopify admin, go to Settings > Users.

2. In the Users list, select the checkboxes for the staff that you want to assign a role to.

3. Click Assign user group.

4. Select a role from the drop-down menu, and then click Done.

Remove a group from a user

1. From your Shopify admin, go to Settings > Users.

2. Click the user that you want to remove from the group.

3. Click the icon next to the group that you want to remove the user from, and then click Remove group.

4. Click Save.