Adding staff accounts means that your employees can log in to your Shopify store
using their own credentials. The types of tasks that they can do in your admin are
limited by the permissions that you give them. In this video I’m going to show you how to add,
edit and delete staff accounts on your online store. Let’s get started.
To add a new staff account start from your Shopify admin.
Click “Settings”, then click “Users and permissions”.
Here you’ll see the number of staff accounts you can create. This number
is dependent on what subscription plan you’re on.
Click “Add staff”.
Enter your staff's full name as it appears on any government-issued ID, and their email address.
Click the checkboxes for the permissions you want to give this staff member.
If you want to give them all available permissions, then check
“select all”. For more information about permissions check out the link below.
Next, click “Send invite”.
Each staff member that you sent and invite to will receive an email invitation to complete
the setup process. Your staff members need to complete the following steps to create an account:
In the invitation email, click “Create staff account”.
If your staff member already has a Shopify ID then then they’ll be taken to their Shopify login page.
Instruct them to log in and then select “Accept invite” on the next page.
If they don’t have a Shopify ID yet, then they need to fill out some personal details,
create a password, and then click “Create account”.
Remember, invitations to create a staff login expire after 7 days.
You can manage your staff accounts to update details, edit permissions, and suspend access.
To edit a staff account, from your Shopify admin, go to “Settings”, then “Users and permissions”.
Click the name that you want to edit.
Here, you can add a short paragraph about who this staff member is,
or help your staff member change their password, if they forgot it.
Next, the “Permissions” section determines what they can and can't do on your store admin.
Keep in mind, there are actions that only the account owner can do, such as:
change pricing plans update billing information
manage payment options access Shopify Capital settings
choose a new store owner
Or list your store on the Shopify Exchange marketplace
In the “Apps and Channels Access” section you can choose whether you want this staff
member to have access to all your apps and channels, or just a few.
If you want this staff member to access your POS app, then check “Give Point of
Sale access to this staff” and create a unique four digit pin for them. They
will use this pin to access your POS app. In the “Recent access to store” section,
you can see all the recent times this staff member has logged in to your store.
Keep an eye on this section for anything out of the ordinary. If you don't recognize a location,
IP address, or ISP, it could mean your store has been compromised,
and you should take steps to secure your account. To learn more about Account security,
including how to secure a compromised account, check out the link below.
If you no longer want this staff member to have access to your admin, then you
can suspend their access here. You can always reverse a suspended staff account at any time.
For security reasons, it’s recommended that all unused staff accounts be suspended.
You can also delete a staff member permanently. But, this action can’t be reversed.
From the “Users and permissions” page, click the name that you want to remove.
Now, scroll to the bottom of the page and click the “Remove” button.
Enter your current password in the pop up window and then click “Remove”.
That covers everything you need to know about getting started with staff accounts.
For more information on everything I covered today, visit help.shopify.com.