Description of staff permissions
This page was printed on Jul 15, 2023. For the current version, visit https://help.shopify.com/en/manual/your-account/staff-accounts/staff-permissions/staff-permissions-descriptions.
To allow your staff members access to help you to run your store, you need to give them permissions to access specific parts of your Shopify admin and to specific features. You can give staff members a high level of access or limit their access to very specific functions, depending on their position in your store.
In some cases, you need to give staff members multiple permissions to complete tasks in a particular area of you Shopify admin.
有一个宏大与减少员工权限ed back view of the Shopify admin as soon as you save the permissions.
On this page
General staff permissions
Permissions
- Home
- Orders
- Draft orders
- Products
- Catalogs
- Gift cards
- Content
- Customers
- Analytics
- Marketing
- Discounts
- 欧宝体育官网入口首页
- User management
- App development
- Store settings
- Finance
Home
| Permission | Description |
|---|---|
| Home | Allows staff to view theHomepage, which includes sales information and other store data. |
Orders
| Permission | Description |
|---|---|
| Orders | Allows staff to view, create, update, delete, cancel, and export orders. Allows staff to receive order notifications. |
| Edit orders | This permission is required for staff to edit items and discounts in an order. |
| Charge credit card | This permission is required for staff to collect payment by entering credit card information. |
| Charge vaulted card | This permission is required for staff to charge a vaulted credit card, which is credit card information that is stored in a credit card vault. This permission only applies to products that were bought through a deferred payment purchase option such aspreordersortry before you buy. |
| Export orders | This permission is required for staff to export orders. Only merchants on the Shopify Plus plan can give this permission to staff. |
| Refund orders | This permission is required for staff to refund orders. |
Draft orders
| Permission | Description |
|---|---|
| View draft orders | Allows staff to view draft orders. |
| Create and edit draft orders | Allows staff to create and edit draft orders, duplicate orders, send and share an invoice, and update customer contact and shipping information. This permission requires at least one payment permission for staff to convert a draft order to an order. Payment permissions includeSet payment terms,Charge credit card, orMark draft orders as paid. |
| Apply discounts | Allows staff to apply and remove discounts. |
| Set payment terms | Allows staff to set the payment terms for draft orders and convert the draft order to an order. |
| Charge credit card | Allows staff to collect payment by entering credit card information. |
| Mark draft orders as paid | Allows staff to mark draft orders as paid. |
| Delete draft orders | Allows staff to delete draft orders. |
| Export draft orders | Allows staff to export draft orders. Only merchants on the Shopify Plus plan can give this permission to staff. |
Products
| Permission | Description |
|---|---|
| View products | Allows staff to view products. This permission doesn't allow staff to view product costs. |
| View product cost | Allows staff to view product cost. |
| Create and edit products | Allows staff to create, edit, import, publish, share, and archive products and collections. This permission doesn't allow staff to edit product cost or product price. |
| Edit product cost | Allows staff to edit product cost. |
| Edit product price | Allows staff to edit product price. |
| Manage inventory | Allows staff to create, transfer, track, import, and export inventory. Allows staff to edit inventory quantities, SKUs, and barcodes. Allows staff to view the history of inventory adjustments for products and variants whose inventory is being tracked by Shopify, and analyze changes to inventory levels in theInventory Reportssection. |
| Export products and inventory | Allows staff to export products and inventory. |
| Delete products and collections | Allows staff to delete products, variants, and collections. |
Catalogs
| Permission | Description |
|---|---|
| View catalogs | 允许员工查看目录。 |
| 创建和编辑的猫alogs | Allows staff to view, create, edit, archive, and import catalogs. |
| Delete catalogs | Allows staff to delete catalogs. |
Gift cards
| Permission | Description |
|---|---|
| View, create, and delete gift cards | Allows staff to view, create, and issue gift cards, and to export gift cards to a CSV file. If your staff needs to create or edit customers from theGift cardspage, then you also need to give them theCustomerspermission. |
Content
| Permission | Description |
|---|---|
| View metaobject definitions | Allows staff to view metaobject definitions, including the details and all associated entries. |
| Create and edit metaobjects definitions | Allows staff to create and edit metaobject definitions. |
| Delete metaobject definitions | Allows staff to delete metaobject definitions. |
| View entries | Allows staff to view metaobject entries. |
| Create and edit entries | Allows staff to create and edit metaobject entries. |
| Delete entries | Allows staff to delete metaobject entries. |
Customers
| Permission | Description |
|---|---|
| Customers | Allows staff to view, add, edit, and delete customer profiles. |
| Export customers | This permission is required for staff to export customer profiles. Only merchants on the Shopify Plus plan can give this permission to staff. |
| Erase customer data | Allows the staff member to request that a customer's data be erased. |
| Request customer data | Allows the staff member to request that a customer's data be exported in CSV format to be sent to the customer. |
| Merge customers | Allows the staff member to merge customer profiles. |
Analytics
| Permission | Description |
|---|---|
| Reports | Allows staff to view and create reports, which includes sales information and other store data. You can't specify which reports staff can access. |
| Live view | Allows staff to view theOverviewandLive viewpages, which include sales information and other store and sales channels data. |
Marketing
| Permission | Description |
|---|---|
| Marketing | Allows staff to view, create, and automate marketing campaigns. If you perform marketing using an app or a sales channel, such as with Shopify Email, then you also need the appropriateApps and channelspermission. Staff might also needHomepermissions to view marketing analytics on the marketing page. |
Discounts
| Permission | Description |
|---|---|
| View, create, and delete discounts | Allows staff to view and create discount codes and automatic discounts, and to export discounts to a CSV file. |
欧宝体育官网入口首页
| Permission | Description |
|---|---|
| Themes | Allows staff to view, change, and publish themes. Gives staff access to the CLI tool. |
| Edit code | Allows staff to modify the theme code directly through the code editor. This permission doesn't block or prevent access to the Assets API. Access to theCLI toolis still given as part of theThemespermission. |
| Blog posts and pages | Allows staff to view, create, change, publish, and delete blog posts and pages. |
| Navigation | Allows staff to view, create, change, and delete navigation. |
User management
| Permission | Description |
|---|---|
| Edit permissions | Allows staff to view and change permissions for staff andcollaborators. The store owner can always edit any staff permissions. Staff with theEdit permissionspermission can edit permissions for other staff, but only permissions that they already have. For instance, a staff member who has theEdit permissionsandManage settingspermissions must also have theThemespermission to give or remove theThemespermission to another staff member If a staff member has theEdit permissionspermission, then that staff member can give another staff member theEdit permissionspermission. For security reasons, to give another staff member theEdit permissionspermission, the staff member who gives the permission must have the same permissions as the staff member who is given the permission. |
| Add and remove staff | Allows the staff member to add other staff members, and update or remove staff accounts. |
| Manage collaborator requests | Allows the staff member to review, accept, or decline collaborator requests to the store. |
| External login services | Allows the staff member to view or update externallogin serviceson theUsers and permissionspage. |
| Revoke access tokens for other staff | Allows the staff member torevoke staff device permissionsfor Shopify apps such as Point of Sale, Shopify Inbox, or Shopify mobile. Any staff member can revoke their own access, but only staff members with this permission can revoke access for other staff. |
App development
| Permission | Description |
|---|---|
| View apps developed by staff and collaborators | Allows the staff member to view apps that are developed by your staff or by collaborators. |
| Develop apps | Allows the staff member to update custom apps that are installed on your store. |
| Enable app development | Allows the staff member to permit staff and collaborators to develop custom apps. By default, custom app development isn't permitted. |
Store settings
| Permission | Description |
|---|---|
| Manage settings | Allows staff to access most of the administration options on theSettingspage andPreferencespage of your Shopify admin, and to createwebhooks. Learn about the minimum required permissions for access to administration tasks on theSettingspage. |
| Taxes and duties | Allows staff to manage taxes and duties. |
| Locations | Allows staff to create, change, and delete the locations where you stock or manage inventory. |
| Domains | Allows staff to view and edit domain settings. |
| Transfer domain to another Shopify store | Allows the staff member to transfer the store's domain to another Shopify store. To transfer the domain, the staff member must meet the following criteria:
|
| View customer events | Allows staff to view customer events, including app pixels and custom pixels. |
| Manage and add custom pixels | Allows staff to manage and add custom pixels. |
| Store policies | Allows staff to create and manage store policies. |
Finance
| Permission | Description |
|---|---|
| View billing and receive billing emails | Allows the staff member to do the following:
|
| Edit billing payment methods and pay invoices | Allows the staff member to add a payment method on theBillingpage, and to pay billing invoices if a payment fails. |
| Manage plan | Allows staff to make changes to the store's subscription plan. Only the store owner can pause or deactivate the store. |
| Manage app billing | Allows the staff member to view app billing charges for one-time purchases, app usage, and app subscriptions. |
| View Shopify Payments payouts | Allows the staff member to view Shopify Payments settings, payouts, and transactions. |
| Manage payment settings | Allows the staff member to manage payment methods other than Shopify Payments, includingPayPal,third-party providers,manual payments, andadditional payment types |
| View Balance account activity | Allows the staff member to view Shopify Balance transactions and the amount available to spend. |
Apps and channels permissions
The staff member can view and access the apps and sales channels that you specify.
| Permission | Description |
|---|---|
| Manage and install apps and channels | Allows the staff member to manage apps and channels if their permissions match the permissions that the app or channel requires. The staff member can add, access, or delete apps and channels. If any new apps or channels are installed in the future, then the staff member can access or delete those apps or channels without you updating this permission. |
| Approve app charges | Allows the staff member to install apps that have a cost associated with them, such as a one-time charge or a recurring subscription. A staff member needs to have this permission to install apps that offer a free trial period that then becomes a paid subscription. |
| Specific apps and sales channels | If you check specific apps and sales channels, then the staff member can only access those apps and sales channels. They can't install or delete apps. If any new apps are installed in the future, then you need to update this permission to give the staff member access to them. |