Managing roles

You can create a new role, edit or delete an existing role, and assign and remove roles for users.

Plan requirement

If your store or organization is on the Shopify Plus plan, then you can also create user groups. Learn more about groups.

One or multiple roles can be assigned a user or POS staff. This means that you can accurately and uniformly change user permissions through their role and reduce instances where a user is accidentally given permissions that aren't part of their job.

Eligibility requirements for role categories

You can create the following types of roles depending on your pricing plan:

• Store roles managed by Shopify and custom store roles are available for stores and organizations on all plans other than the Basic or Starter plans.
• Organization roles managed by Shopify are available for all organizations.
• Custom organization roles are available only for stores and organization on the Shopify Plus plan.
• POS roles and POS only staff are available for stores and organizations with the Point of Sale channel and at least one location with a Shopify POS Pro subscription.

Considerations for managing roles

Review the following considerations for managing roles:

• The role categories and respective permissions available to you depend on whether your store is part of an organization, on the Shopify Plus plan, and whether your have the Point of Sale app with a POS Pro subscription. Learn more about role categories.
• You can't modify roles that are managed by Shopify.
• Only users with the required permissions can manage roles.

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 organization role.
  • Users with the Store user administrator organization role.

Create a role for Shopify admin users

Plan requirement

You can only create roles with the Organization role category if your store or organization is on the Shopify Plus plan.

You can create custom roles with the permissions that each staff member needs for to perform specific tasks in your Shopify admin.

Steps:

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

2. Click Roles.

3. Click Add role.

4. Select a role category.

5. In the Name section, enter a name for the role.

6. In the Description section, enter a description for the role.

7. In the Permissions section, select the role category if available, and then select the permissions that you want the role to have.

8. Optional: Depending on the role category, you can also select Apps permissions. In the App permissions section, select any apps the role can access.

9. Click Save.

Edit a role for Shopify admin users

You can edit the permissions for existing roles that aren't managed by Shopify,

If you have multiple role categories available, then you can't change the role category of a role after it's been created. Instead, create a new role.

Steps:

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

2. Click Roles.

3. Click the role that you want to edit.

4. Make any of the following changes:

   • In the Name section, enter a new name.
   • In the Description section, enter a new description.
   • In the Permissions section, select or deselect permissions.

5. Click Save.

Delete a role for Shopify admin users

You can delete any predefined roles or roles that you create. You can't delete roles that are managed by Shopify.

Steps:

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

2. Click Roles.

3. Click the role that you want to delete.

4. Click Actions, and then click Delete.

5. Click Delete role to confirm. This action can't be undone.

6. Click Save.