How to Add And Manage Staff Accounts on Shopify?

8 minutes read

To add and manage staff accounts on Shopify, you first need to navigate to your Shopify admin dashboard and go to Settings. From there, click on "Account" and then "Staff accounts." Here, you can add new staff members by clicking on "Add a staff account" and entering their email address, name, and permissions.


You can also manage existing staff accounts by editing their permissions, disabling or removing their access, or setting an expiry date for their account. Additionally, you can track staff activity and log in details to monitor their actions on the platform.


By adding and managing staff accounts on Shopify, you can effectively collaborate with your team members, delegate tasks, and ensure that only authorized personnel have access to sensitive information and settings.

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How to set up recurring reminders for staff accounts on Shopify?

To set up recurring reminders for staff accounts on Shopify, you can follow these steps:

  1. Log in to your Shopify admin account.
  2. Click on the Settings icon, and then select 'Account' from the dropdown menu.
  3. Under the Staff accounts section, you will see a list of all staff accounts created in your Shopify store. Click on the staff account for which you want to set up a recurring reminder.
  4. Scroll down to the 'Reminders' section on the staff account page.
  5. Click on the 'Add reminder' button to create a new reminder for the staff account.
  6. Enter the details of the reminder, such as the reminder message, frequency (daily, weekly, monthly), and the start date.
  7. Click 'Save' to save the reminder.
  8. Repeat the above steps for each staff account for which you want to set up a recurring reminder.


Once you have set up the recurring reminders for staff accounts, they will receive notification emails according to the frequency and start date you specified. This can help keep your staff informed and organized about important tasks and deadlines.


How to customize the dashboard for staff accounts on Shopify?

To customize the dashboard for staff accounts on Shopify, follow these steps:

  1. Sign in to your Shopify admin account.
  2. Click on the "Settings" tab and then select "Account" from the dropdown menu.
  3. Scroll down to the "Staff settings" section and click on "Add staff member" to create a new staff account or click on an existing staff member's name to edit their permissions.
  4. In the staff member's account settings, you can customize the dashboard by choosing which sections and features they have access to. You can select "view" or "edit" permissions for each section, such as orders, products, customers, discounts, and reports.
  5. You can also set permissions for specific actions within each section, such as creating new products, editing existing products, managing discount codes, and viewing reports.
  6. Once you have customized the staff member's dashboard settings, click on the "Save" button to apply the changes.
  7. Repeat these steps for each staff member you want to customize the dashboard for.


By customizing the dashboard for staff accounts on Shopify, you can tailor the user experience and ensure that each staff member only has access to the sections and features they need to perform their job effectively.


What is the procedure for transferring ownership of a Shopify store to a staff account?

To transfer ownership of a Shopify store to a staff account, you can follow these steps:

  1. Log in to your Shopify account as the store owner.
  2. Go to Settings > Account.
  3. In the Account owner section, click on the Transfer store ownership button.
  4. Enter the email address of the staff account you want to transfer ownership to.
  5. Click Send transfer request.
  6. The staff account will receive an email with a link to accept the ownership transfer. They will need to click on the link and follow the instructions to confirm the transfer.
  7. Once the staff account has accepted the ownership transfer, they will become the new owner of the store and you will no longer have ownership rights.


Please note that transferring ownership of a store is a permanent change and cannot be undone. Make sure you trust the staff account you are transferring ownership to before completing this process.


How to enable notifications for staff account actions on Shopify?

To enable notifications for staff account actions on Shopify, follow these steps:

  1. Log in to your Shopify admin portal.
  2. Click on "Settings" in the lower left corner of the screen.
  3. Select "Notifications" from the menu.
  4. Under the "Staff notifications" section, you can choose which notifications you want to receive for staff account actions. You can select notifications for account creation, password changes, and account deactivation.
  5. Toggle the switch to enable the notifications you want to receive.
  6. Click on "Save" to save your changes.


Now you will receive notifications for staff account actions on Shopify.


How to troubleshoot login issues for staff accounts on Shopify?

  1. Check for spelling errors: Make sure the username and password are entered correctly, as even a small typo can prevent login.
  2. Reset password: If the staff member is unable to login, try resetting their password. This can be done by clicking on the "Forgot password" link on the login page.
  3. Check account status: Ensure that the staff member's account is active and not disabled or suspended.
  4. Clear browser cache: Sometimes, login issues can be caused by a corrupted cache in the browser. Clearing the cache can resolve this issue.
  5. Try a different browser: If the issue persists, try logging in with a different browser to see if the problem is browser-specific.
  6. Contact Shopify support: If none of the above steps resolve the issue, reach out to Shopify support for further assistance. They may be able to help diagnose and fix the issue.


What is the role of staff account permissions on Shopify?

Staff account permissions on Shopify determine what actions and information each staff member can access and modify within the Shopify admin. By setting specific permissions for each staff member, merchants can control who can view and edit sensitive information such as financial data, customer details, and store settings. This helps to maintain security and prevent unauthorized access to important business data. Staff account permissions can be customized to give different levels of access to various areas of the Shopify admin, based on the specific roles and responsibilities of each staff member.

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