FAQ About Getting Started with Shopify

To add and manage staff accounts on Shopify, follow these steps:

• Log in to your Shopify Admin: Go to your Shopify store's admin panel by visiting yourstorename.myshopify.com/admin and enter your login credentials.
• Navigate to Staff Accounts: In the Shopify admin, click on "Settings" in the lower-left corner of the screen. From the drop-down menu, select "Plan and permissions."
• Access Staff Accounts: On the "Plan and permissions" page, scroll down to the "Staff accounts" section. Click on the "Add staff account" button to proceed.
• Add a Staff Account: In the "Add staff account" window, enter the staff member's email address, first name, and last name. Optionally, you can set a username and password for the staff member or let Shopify generate one automatically.
• Assign Permissions: Customize the staff member's permissions by selecting the appropriate checkboxes under "Staff permissions." Shopify provides several predefined permission sets, such as Full access, Limited access, or Custom. Alternatively, you can create a custom set of permissions by selecting "Custom" and adjusting the permissions individually.
• Configure Account Activation Options: Choose whether to send an invitation email to the staff member immediately or at a later time. If you opt for a later time, you can manually send the invitation from the staff account list.
• Save and Send Invitation: Click on the "Send invitation" button to save the staff account details and send the invitation email to the staff member. The email will contain instructions for the staff member to create a password and access their account.
• Manage Staff Accounts: Once staff accounts are created, you can manage them from the "Staff accounts" section in the "Plan and permissions" page. From there, you can view the staff accounts, edit their details, adjust permissions, resend invitation emails, or deactivate staff accounts if needed.
• Permission Settings: It's important to review and adjust the permission settings for each staff account based on their roles and responsibilities within your business. This ensures that staff members have appropriate access to manage different aspects of your Shopify store while maintaining security and privacy.