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Managing staff

You can add staff to your store so that your staff can complete tasks in your Shopify admin. You can give permissions to your staff to allow you to manage what your store’s staff can view, and what they can do in your Shopify admin or Shopify POS. Thepricing planthat your store is on determines how many staff you can add, in addition to the store owner.

By default, staff have no permissions and need to be given permissions. There are some actions that only a store owner has permission to do. Carefully consider whichpermissionsyou give to your staff. For security reasons, only create one staff login per staff.

Giving a staff member a staff login also helps them get more specialized support. Shopify Support offers advice and assistance based on the permissions the staff member has. If your staff member has a staff account, then Shopify Support can give detailed support in all the areas of the admin that the staff member has access to. If your staff member doesn't have a staff account, then Shopify Support can only provide general advice.

On this page

Add staff

You can add staff accounts to your Shopify store to let staff log in as separate users. To add staff, you need to be the store owner or have theEdit permissionsandAdd and remove staffpermissions.

If you want toadd staff who can log in to your admin and to Shopify POSto add POS app only staff, then you also need theManage Point of Sale staffpermission and therequired Shopify POS permissions.

Steps:

  1. From your Shopify admin, clickSettings>Users and permissions.
  2. ClickAdd staff.
  3. Enter the staff members's full name as it is displayed on any government-issued ID, and their email address.
  4. Do either of the following:
    • Select which permissions you want to give the staff member.
    • To give the staff member all available permissions, selectSelect all.
  5. ClickSend invite.

The staff member receives an email invitation. Invitations to create a staff login expire in 7 days.

Create staff

After you add a staff member, the staff member needs to accept your invitation to complete the setup of their staff login.

Steps:

  1. In the invitation email, clickCreate staff, and then clickaccept invite.
  2. Optional: To create aShopify ID, enter the following information:
    • email address
    • first name and last name
    • phone number (optional)
    • password
  3. ClickCreate account.

Give Shopify POS permissions

If you're the store owner or staff with theEdit permissionspermission, then you can give existing staff access to your Shopify admin and Point of Sale (POS) app.

Steps:

  1. From your Shopify admin, clickSettings>Users and permissions.
  2. Click the staff member's name.
  3. In thePoint of Sale accesssection, clickAccess Point of Sale.
  4. From thePOS Rolelist, select the role that you want to assign to the staff member.
  5. Optional: To create a different PIN from the default PIN, in thePINsection, clickGenerate random PINor enter a PIN. Staff use this PIN to access Shopify POS. Make sure that your staff knows what their PINs are.
  6. ClickSave.

You can also create and assign roles to your Shopify POS staff. Learn more aboutmanaging Point of Sale staff.

Manage staff

Store owners and staff can edit their account details and add a picture to the account when they log in to the Shopify admin with their credentials. You can only edit the details for your own account.

Edit staff permissions

You need to be the store owner or have theEdit permissionspermission to edit other staff members' permissions. Which permissions you can edit for other staff members depends on which permissions you have. You might not be able to edit staff permissions in some cases. Learn more about theEdit permissionspermission.

Steps:

  1. From your Shopify admin, go toSettings>Users and permissions.
  2. Click the staff member's name.
  3. Do any of the following:
    • Select the permissions that you want to give to the staff member.
    • Clear the permissions that you want to remove.
    • To give the staff member all available permissions, selectSelect all.
  4. ClickSave.

Update staff details

You can always make changes to your own login to update your account details.

Steps:

  1. From your Shopify admin, click your username and account picture.

  2. ClickManage account.

  3. Update your account details.

  4. ClickSave.

Update staff emails

If you use aShopify IDand you change your email address, then your email address is updated for all the stores that are linked to your Shopify ID.

  • If you need to update the email address for existing staff, thenadd a new staff memberand enter the new email address.
  • If you need to update the email address for the store owner, add a new staff member, and thentransfer ownershipto them.

Revoke staff device permissions

If an existing staff member uses a device or an application to access your Shopify store, but lose the device, then you can log the staff member out and require them to log in again. This can help prevent unknown users from accessing your store.

Only the store owner or a staff member with theRevoke access tokens for other staffpermission can revoke staff device permissions.

Steps:

  1. From your Shopify admin, clickSettings>Users and permissions.
  2. Click the staff member's name.
  3. ClickRevoke Accessnext to the device or application.
  4. ClickRevoketo confirm.

Your staff can't access your store using that device without logging in again.

Deactivate or reactivate staff member's account

You can deactivate a staff member's account so that the staff member can't log in to your store any more. For security purposes, deactivate any unused staff logins. If you deactivate a staff member's account who is aShopify Credit secondary cardholderwith active cards, then theircards are automatically lockedand can't be used.

Steps:

  1. From your Shopify admin, clickSettings>Users and permissions.
  2. Click the staff member's name.
  3. ClickSuspend access.
  4. ClickSuspend.

你可以重新激活员工的账户nytime by clickingReactivate. If you reactivate a staff members's account who is aShopify Credit secondary cardholderwith active cards, then their cards are automatically unlocked.

Remove a staff member's account from your store

Store owners and staff with theAdd and remove staffpermission can a remove a staff member's account from a store. You can't undo this action. If one or more staff members share the account that you want to delete, then create separate staff accounts for your active staff member first.

If you remove a staff member's account who is aShopify Credit secondary cardholderwith active cards, then their cards are automatically canceled and can't be used.

Steps:

  1. From your Shopify admin, clickSettings>Users and permissions.
  2. Click the staff members's name.
  3. To permanently remove the staff from your store, clickRemove *staff name*.
  4. Enter the password for your staff account that you're signed into, and then clickRemove.

The staff member's account is removed permanently from your store, and is no longer available from your Shopify admin.

Remove a collaborator account

You can permanently remove a collaborator account from your store. You can't undo this action.

Steps:

  1. From your Shopify admin, clickSettings>Users and permissions.
  2. Click the collaborator's name.
  3. ClickRemove collaborator account.
  4. Enter your password, and then clickRemove.

The collaborator account is removed permanently from your store, and is no longer available from your Shopify admin. If you want to give a collaborator access again, then the collaborator needs to resend theircollaborator request.

Transfer store ownership

The store owner can choose another staff member to be the store owner and transfer the store ownership to them.

Considerations for transferring store ownership

Review the following considerations before you transfer store ownership:

  • Your store can have only one store owner at a time. Only the store owner has complete access to every part of the Shopify admin and canmanage the account details. If you choose another staff member to be the store owner, then you lose this unrestricted access, and you might not be able to manage staff permissions in future.
  • When selling or gifting a store to a new owner, remember to update the billing and Shopify Payments information if those are set up. The new owner will need to complete the following steps as soon as possible after the transfer:
    • 更新他们的账单的细节。这是很重要的avoid a charge to the original owners' payment method.
    • Contact supportand request to update the existing Shopify Payments details to their own details. This is important for tax reasons.

Steps:

  1. Log in to your store as the store owner.

  2. From your Shopify admin, clickSettings>Users and permissions.

  3. ClickTransfer ownership.

  4. Enter the email of the new store owner. If the new store owner isn't existing staff, then you need to enter their name, too.

  5. Enter your password to confirm the change.

  6. ClickTransfer store ownership.

View login history

As the store owner or staff with theEdit permissionspermission, you can review the login history of any staff member. Staff members can review their individual login histories as well.

You should review staff login histories periodically to verify that there hasn't been access from unknown ISPs, locations, or IP addresses. This could be an indication that the staff member's account has been compromised.

Steps:

  1. From your Shopify admin, clickSettings>Users and permissions.
  2. Click the staff members's name.
  3. In theRecent login historysection, review the five most recent login sessions and the following information about each session:
    • date
    • IP address
    • ISP (internet service provider)
    • the staff member's location at login
    • web browser and operating system version, which you can review by hovering your cursor over the information symbol
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