Managing team access in the Partner Dashboard

The Team page in your Partner Dashboard allows you to control the level of access each team member has to various pages and settings. There are two types of accounts for team members:

• Owners: These members have full access to all features, including the ability to add or remove other owners and change staff members' roles to owners.
• Staff members: These members have limited access and can only view or manage sensitive business information (such as financial data) if granted permission. You can also restrict their access to specific stores within your Partner organization.

Sensitive permissions

You can grant staff members the following sensitive permissions. Sensitive permissions control the pages and settings the staff member is able to access in your Partner Dashboard.

A comprehensive list of sensitive permissions available in the Partner Dashboard, including their descriptions and access controls

Permission	Description
View financials	View and edit payout information on the Settings page, and view the Ad billing page. Account owners can access these pages by default.
Manage ads	Create and make changes to Shopify App Store ad, and view the ad reporting dashboard.
Manage credits and refunds	Send app credits or create refunds. To create refunds, staff members also need the View financials and the Manage apps permissions. Account owners can create refunds and send app credits by default.
View ads	View the ad reporting dashboard.
View referrals	View the Referrals page.
Manage apps	View and edit app configurations and listings on the Shopify App Store. With both the Manage apps and the Manage shops permissions, a staff member can export records of the current users for your apps.
Manage scripts	View, manage, monitor, and deploy scripts to custom apps.
Manage extensions	View and manage app extensions.
Manage themes	View and edit the theme listing, and upload a new version to the Shopify Theme Store.
Manage members	Add or remove people from the team, change their permissions, and manage their access to stores. You can manage team members that have access to a store from the store details page.
Manage public listings	Manage apps, themes, and experts listings.
Manage affiliate campaigns	The Manage affiliate campaigns permission is visible only to Shopify affiliates. View the Affiliate tools page, and affiliate tools on the Referrals page. Manage affiliate campaigns.

Store access and actions

You can grant staff members the following permissions to stores connected to your Partner organization.

Development store access

This setting controls the development stores that a staff member has access to. You can select the following options for store access for your staff members:

• No stores: The staff member can't access any of the development stores that are connected to your Partner organization.
• All existing and future stores: The staff member has access to all of the development stores that are connected to your Partner organization.
• Specific stores: The staff member has access to only the stores listed in the Manage access list.

Development store actions

These settings control the actions that staff members can take on development stores that they have access to. When Development store access is set to All existing and future stores or Specific stores, you can also manage the following actions:

• Add, archive, and unarchive stores: Allows the staff member to create new development stores, and archive or unarchive any stores they have access to.
  • If a staff member has access to only specific development stores, then they are automatically granted access to any new development stores that they create.
• Transfer stores: Allows the staff member to transfer ownership of any development stores they have access to.

Managed store access

This setting controls the managed stores that a staff member has access to. You can select the following options for store access for your staff members:

• No stores: The staff member can't access any of the managed stores that are connected to your Partner organization.
• All existing and future stores: The staff member has access to all of the managed stores that are connected to your Partner organization.
• Specific stores: The staff member has access to only the stores listed in the Manage access list.

Managed store actions

When Managed store access is set to All existing and future stores or Specific stores, the following action is available:

• Add and remove stores: Allows the staff member to request access to clients' stores, and remove Partner organization access to any stores they have access to.
  • If a staff member has access to only specific managed stores, then they are automatically granted access to any client stores that they request access to.

Shopify Plus sandbox access

These settings control the Shopify Plus sandbox stores that a staff member has access to. The following settings are available only if you're a Plus Partner in the Shopify Partner Program:

• No stores: The staff member can't access any of the Shopify Plus sandbox stores that are connected to your Partner organization.
• All existing and future stores: The staff member has access to all of the Shopify Plus sandbox stores that are connected to your Partner organization.
• Specific stores: The staff member has access to only the stores listed in the Manage access list.

Shopify Plus sandbox actions

This setting controls the actions that staff members can take on Shopify Plus sandbox stores that they have access to.

The following setting is available only when Shopify Plus sandbox store access is set to All existing and future stores or Specific stores:

• Add, archive, and unarchive Shopify Plus sandbox stores: Allows the staff member to create new Shopify Plus sandbox stores, and archive or unarchive any stores they have access to. If a staff member has access to only specific Shopify Plus sandbox stores, then they're automatically granted access to any new Shopify Plus sandboc stores that they create.

Managing access to specific stores

If a store permission level is set to Specific stores, then you can manage the stores that a staff member has access to from the staff member's profile. You can also grant a staff member access to a store from the Team members page for a specific store.

Steps:

1. From your Partner Dashboard, go to Team.

2. Click the name of the person whose account you want to change.

3. Under the Store access and actions category, on the permission type that you want to manage, click Manage access.

4. Select the checkbox beside a store name to grant the staff member access to the store. Deselect the checkbox beside a store name to revoke access.

5. Click Save.

Create a new team member account

You can invite a new team member to your Partner Dashboard.

Steps:

1. From your Partner Dashboard, go to Team.

2. Decide which type of account you want to create, and then click either Invite owner or Invite staff member.

   • Owners have permission to view and do everything. They can also add and remove other owners, or change the status of an existing staff member account to an owner account.
   • Staff members can only view or manage sensitive business information such as financial data if you give them access.

3. Enter a valid email in the Email field.

4. If you're creating a staff account, then you can complete any of the following actions:

   • Select the information that you want them to be able to view in the Sensitive permissions section.
   • Select their level of access by store type in the Store access and actions section.
   • You can change these permissions later if you want.

5. When you're done, click Send invite.

Change an account's access

You can make the following changes to your team accounts:

• Add or remove sensitive permissions for an existing staff account.
• Change the status of a staff account to an owner account.
• Remove an account's access to your Partner Dashboard.

Steps:

1. From your Partner Dashboard, go to Team.

2. Click the name of the person whose account you want to change.

3. Make the required changes to their account.

4. When you're done, click Save.