Managing roles in Organization Settings

You can manage staff in your organization more efficiently by using roles, which are a combination of organization permissions and store permissions. You can assign roles to staff when youadd the staff members with Organization Settings. If you already have staff, then you can select multiple staff members and assign the same role to all staff. You can also duplicate existing roles.

Considerations for roles in Organization Settings

Before you create and assign roles to staff in Organization Settings, review the following considerations:

• Roles created in Organization Settings only manage organization-level and store-level permissions.POS rolesare managed separately at the store level.
• Roles cannot be assigned to the followingtypes of staff:
  • organization owners
  • legacy staff
  • POS app only staff
  • collaborators
• If you delete a role, then any staff who were assigned that role keep the included role permissions. For example, if the role included theUserspermission, then staff continue to have theUserspermission until you remove it from them explicitly.
• Organization-level staff members can also be staff in a store that isn't a part of your organization. If that store is added to your organization after roles are assigned to your staff, then either of the following occurs:
  • If the staff member is the store owner, then they keep the role, and remain the store owner.
  • If the staff member is not the store owner, then the role is removed from the staff member, but they keep all the permissions that were defined in that role. To manage the staff that uses a role, you must reassign a role to the staff member.

Create roles for Organization Settings users

At minimum, a role must include one organization permission. However, you can include both organization-level permissions and store permissions in a role.

Steps:

1. From your Shopify admin, clickSettings.
2. In theOrganizationsection, clickUsers>Roles.
3. ClickAdd role.
4. In theRole namesection, enter a name for the role.
5. In theOrganization permissionssection, select the organization permissions that you want to add to the role.
6. Optional: To add access to stores, do the following:
   1. In theStore permissionssection, clickAdd store access.
   2. Do either of the following:
      • To specify different permissions for individual stores, then select one store.
      • To specify the same permissions for multiple stores, then select all the required stores.
   3. ClickContinue.
   4. Select the permissions to grant to users for the role, and then click完成.
   5. If you want to add several stores that have different permissions, then continue to add store accesses and permissions until you have added all the required stores.
7. ClickSave.

Assign roles to existing Organization Settings users

From theUserslist, you can assign a role to one staff member or to many at the same time.

Although you can assign a role to an individual staff member from the user's account information page, this procedure describes assigning a role directly from theUserslist to one or many staff members.

Steps:

1. From your Shopify admin, clickSettings.
2. In theOrganizationsection, clickUsers.
3. In theUsers and permissionslist, select the appropriate staff.
4. In the modal displayed at the bottom of the screen, clickAssign Role.
5. Select the appropriate role, and then clickAssign role.

Duplicate roles for existing Organization Settings users

You can duplicate an existing role from theRoleslist. After you duplicate a role, you can assign it to one or multiple staff members at the same time.

Steps:

1. From your Shopify admin, clickSettings.
2. In theOrganizationsection, clickUsers>Roles.
3. Click the role that you want to duplicate.
4. ClickActions, and then clickDuplicate.
5. Enter a new name of the role, and then clickDuplicate role.

删除roles from Organization Settings users

When you remove a role from staff, they continue to have the same accesses and store permissions that were defined in the role. After you remove the role from staff, you can give different accesses and store permissions to that staff member.

Steps:

1. From your Shopify admin, clickSettings.
2. In theOrganizationsection, clickUsers.
3. In theUserslist, click the name of the staff member whose role you want to remove.
4. In theRolesection, click…, and then click删除role from user.
5. Click删除role.
6. Optional: Assign different accesses and store permissions to the staff member.