Beginner’s Guide to Adding a User on Shopify

Introduction

Adding users to your Shopify store allows you to grant team members access to help manage different aspects of your business. Shopify provides various roles and permissions to ensure security while delegating tasks efficiently. This guide will walk you through the steps to add a user to your Shopify store.

Step 1: Log into Your Shopify Admin

  1. Go to Shopify and log in to your store.
  2. In the Shopify admin dashboard, click on Settings at the bottom left.
  3. From the Settings menu, select Users and permissions.

Step 2: Add a New User

  1. Click the Add users button.
  2. Enter the first name, last name, and email address of the new user.
  3. Assign the necessary permissions by checking the boxes for specific actions (e.g., managing products, processing orders, editing themes).
  4. (Optional) Click Select all if you want to grant full access to the user.

Step 3: Send the Invitation

  1. Click Send invite to send an email invitation to the user.
  2. The invited user will receive an email with a link to accept the invitation and create their login.

Step 4: Managing User Permissions

  1. After the user accepts the invite, go back to Users and permissions.
  2. Click on the user’s name to edit permissions if needed.
  3. (Optional) Remove a user by selecting their profile and clicking Remove staff.

Step 5: Adding a Collaborator (For Shopify Partners)

  1. If a Shopify Partner (e.g., a developer) needs access, they can request to be added as a Collaborator.
  2. Approve collaborator requests from Users and permissions > Collaborators.

Conclusion

You have successfully added a user to your Shopify store! Granting access to team members ensures efficient store management while keeping your business secure. Be sure to review permissions regularly to maintain control over your store’s operations.

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