Inviting users

Plan requirement

Store and organizations on the Shopify Plus plan can also set up System for Cross-domain Identity Management (SCIM) to create and manage users. Learn more about creating users with SCIM.

You can invite staff members to your store or organization by creating users in your Shopify admin and assign them roles to limit their access to parts of your store or organization. Learn more about roles, and the available permissions for different role categories.

If you have Shopify POS, then you can also set up POS only staff who don't have access to your Shopify admin. Learn more about adding POS staff.

The number of users that you can add depends on your plan. Learn more about the maximum number of users for each plan.

If you want to invite a collaborator, then refer to Collaborator accounts.

User permission requirements

The following users can manage users in the Shopify admin:

• For single stores not on the Shopify Plus plan, the following types of users can manage users:
  • The store owner.
  • Users with the Administrator store role.
• For organizations, or for a store on the Shopify Plus plan, the following types of users can view and grant access requests:
  • The organization owner.
  • The store owner.
  • Users with the Organization administrator role organization role.
  • Users with the Store user administrator role organization role.

Plan requirement

This feature is available only for locations that are currently on the Shopify POS Pro subscription.

The following types of users can manage POS staff from the Point of Sale channel or from the Shopify POS app:

• The store owner.
• The organization owner.
• POS staff with the Manage Point of Sale staff POS permission.

Inviting Shopify admin users

Note

If your store is on the Basic or Starter plans, then you can't add users. Review the maximum users for each plan.

After you invite a user, the staff member receives an email invitation to complete the set up of their user account. Invitations to create a staff login expire in seven days. If the invitation isn't accepted within seven days, then remove and re-add the user to send a new invitation.

Users who haven't completed their accounts have the Pending status in the Settings > Users section of your Shopify admin.

Steps:

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

2. Click Add users.

3. Enter the email address of the user. This email is where they'll receive the invitation as well as any email notifications relating to your store.

4. In the Roles section, select at least one role to assign to the user.

5. Optional: In the Permissions summary section, review the permissions for all assigned roles. If there are permissions that you don't want to include, then you can edit a role or create a new role.

6. In the Two-step authentication section, select whether two-step authentication is required or not when the user logs in through a browser.

7. Click Save.

Accepting an invitation

If you receive an invitation to join a Shopify store or organization, then you have seven days to accept the invitation.

Steps:

1. From the invitation email, click Accept invite.
2. Log in to your Shopify account.
3. Optional: If you don't have a Shopify account, then create a Shopify account, enter the following information:
   • Email address
   • First name and last name
   • Optional: Phone number
   • Password
4. Click the name of the store that you're invited to join.

After seven days the link will expire. If the link in your invitation email no longer functions, then you need a new invitation. Contact the administrator that sent you the invitation to request a new one.