How To Add A User To Shopify

These are the steps to adding a user to your Shopify store.

Login to your Shopify admin as the store owner.

From the Shopify admin menu, go to the ‘Settings’ and then click on the option ‘Plan and Permissions’.

In the ‘Staff’ section of the Permissions options, click on the ‘Add staff’ option.

Now enter the first name, last name and an email address for the new staff member. Ideally the email address should be a branded one, but this is not always the case.

It is important to note that, as default, the staff member will have full permissions to the management of your online Shopify store. This can cause problems, however you can restrict access by unchecking ‘Staff has full permissions’.

Now all you have to do is to click on the ‘Send Invite’ button. This will send an email to the new staff member and gives them permission to enter and manage your website.

The staff member will need to have their email address and password. They can also edit the details of the account through their own login details.

Here are some top tips for managing staff on your Shopify store.

Tip 1 – All staff members should have their own account. They shouldn’t share an account. When a staff member leaves, the account should be deactivated and deleted from your store.

Tip 2 – Have a data protection policy in place that all staff members know about and agree to. This should include their responsibilities and consequences for breach of data rules.

Tip 3 – Restrict access to areas of the website for each staff member. If a staff member doesn’t need to see orders, don’t allow them to have that access.

Tip 4 – If you can work remotely on certain aspects of your store, do so. A remote working team can be very effective and saves your brand lots of money.

Tip 5 – Have a clear hierarchy on who can make decisions and who needs to authorize changes on the website.