Adding users in Organization Settings

Shopify Plus

Organization Settings are only available for organizations on the Shopify Plus plan.

Add staff to your organization by sending them an invitation.

Giving organization and store permissions to staff

Note

To use Organization Settings, staff must be granted access to at least one store in your organization.

When you add staff to your organization, you can give both organization-level permissions and store-level permissions. The permissions that you can grant depend on your own permission and access.

You have the option of managing organization accesses and store permissions for your staff by assigning roles to them. If you want to use roles, then verify that the required roles have been created before you add users.

If you give staff access to a store by using Organization Settings, then they're are added to that store. However, until they accept their invitation to create an account, these staff members are displayed as pending state, and can't access the store's Shopify admin.

Considerations for two-step authentication

By default, required two-step authentication is recommended for new staff accounts. In this case, staff are prompted to set up two-step authentication when they log in. You have the option to deactivate two-step authentication when you add staff.

You can also change two-step authentication so that it isn't required for an existing staff member. Changing the two-step authentication setting from not required to required logs the staff member out of Shopify. Before change staff's authentication requirements, verify that they aren't in the middle of a task.

After you remove the two-step authentication requirement for existing staff, their authentication settings aren't updated automatically. In this case, the staff member needs to change the security settings for their own account. Until the staff member deactivates two-step authentication in their own security settings, they're still prompted to complete the two-step authentication setup for any store where they're staff, whether or not the store is in your organization.

Give staff Organization Settings permissions

Note

Organization Settings permissions let staff members make significant changes within your organization. Permissions should only be given to trusted staff who need extensive access to your organization.

If you invite multiple staff members at the same time, then each one is given the same permissions. Verify that you want to give all staff the same permissions before you send the invitation.

Steps:

1. From your Shopify admin, click Settings.
2. In the Organization section, click Users.
3. Click Add users.
4. Enter the email addresses of the staff who you want to add.
5. In the Choose access type section, do either of the following:
   • To give permissions using roles, click Assign a role, and then select a role.
   • To give permissions without using a role, select Select custom permissions, and then add organization-level permissions and store-level permissions.
6. Optional: In the Two-step authentication settings section, select Two-step authentication is not required to change two-step authentication to not required.
7. Click Send invite.

Your new staff is now displayed in the users list with Pending status. After the users accept your invitation, their status changes to Active.

Collaborators

You can use collaborator accounts to give Shopify Partners access to your Shopify admin directly through their own Partner Dashboard or using the Shopify app. Collaborator permissions give Partners access to only the sections of your store that you want them to access.

By default, a freelancer or agency must enter a 4-digit collaborator request code to send you a request for access to your store as a layer of security.

Grant access to a collaborator

You can change your collaborator request code at any time by generating a new code. After you generate a new collaborator request code, any old codes no longer work.

Steps:

1. From your Shopify admin, go to Settings > Users > Security.
2. In the Collaborators section, click Generate new code.
3. Optional: Click the 4-digit code to copy it to your clipboard.
4. Provide the 4-digit code to your collaborator.

Allow anyone to submit a collaborator request

You can deactivate 4-digit collaborator request codes if you want to allow anyone to request access to your admin.

Steps:

1. From your Shopify admin, go to Settings > Users > Security.
2. In the Collaborators section, click the trash icon.

Expired invitations

If invitations aren't accepted, then it's possible for them to 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 that they send a new one.