How to Add Someone to Your Shopify Store: A Complete Guide for E-commerce Success

Table of Contents

1. Introduction
2. Understanding Roles in Your Shopify Store
3. How to Add Staff Permissions in Your Shopify Store
4. How to Add Collaborator Permissions in Your Shopify Store
5. Potential Use Cases for Adding Users
6. Conclusion

Introduction

Did you know that nearly 60% of small businesses have some form of online presence? This staggering statistic highlights the growing importance of e-commerce in today's digital landscape. As Shopify merchants, we recognize that managing an online store often requires teamwork—whether it’s collaborating with a marketing agency, adding staff members for customer service, or working alongside fellow creators.

If you're looking to expand your Shopify team's capabilities, knowing how to add someone to your Shopify store is crucial. As businesses evolve, we need to ensure that our operations are streamlined, with the right people having access to the tools they need. This isn't just about convenience; it's about fostering a productive environment that drives revenue and customer satisfaction.

In this blog post, we aim to provide you with a comprehensive guide on how to add someone to your Shopify store, making it easy for you to manage user roles effectively. We’ll provide deep insights on the distinctions between staff and collaborator permissions and offer step-by-step instructions on granting access to your e-commerce platform. Plus, we’ll shed light on how Tevello can further enrich your Shopify experience by allowing you to manage not just your store but also create courses and connect with your audience.

Are you ready to optimize your Shopify store? Let's dive in!

Understanding Roles in Your Shopify Store

Before we delve into how to add someone to your Shopify store, it’s essential to understand the different types of roles and permissions. Each of these roles is designed to ensure that users can only access what they need, which enhances both security and efficiency.

Staff Permissions

Staff permissions are ideal for in-house employees or contractors who need regular access to your store. This role allows individuals to manage various aspects of your Shopify store, such as:

• Manage Orders: View, edit, delete, and export orders.
• Update Products: Add, edit, and manage product listings.
• Access Customers: View and manage customer information.
• Run Campaigns: Create and oversee marketing initiatives.
• Create Discounts: Generate discount codes and manage gift cards.
• View Analytics: Access reports and store performance data.

One key feature of staff permissions is that they count toward your store’s staff limit, which varies based on your Shopify plan. Therefore, it's prudent to customize permissions according to your team’s needs. For instance, while your marketing manager would benefit from campaign management access, your customer support agent may not need to handle product edits.

Collaborator Permissions

Collaborator permissions cater to Shopify Partners, typically freelancers or agencies. These users log in via the Shopify Partner Dashboard or mobile app and do not count towards your staff limit. This distinction makes it easier to work with external partners without penalizing your staff capacity.

Collaborators can still access crucial areas of your store, depending on the permissions you grant them. This flexibility means backend tasks can be handled swiftly, without the hassle of adjusting your internal team’s roles.

How to Add Staff Permissions in Your Shopify Store

If you're ready to add a team member with staff permissions, we'll guide you through the process step-by-step.

Step-by-Step Guide to Granting Staff Access

1. Log In to Your Shopify Admin Panel: Begin by logging into your Shopify store’s admin page.
2. Navigate to Settings: Click on the "Settings" option located at the bottom of the left-hand menu.
3. Select Users and Permissions: From the settings menu, select 'Users and permissions.'
4. Click Add Staff: Here, you’ll find the option to add a new staff member. Click on it.
5. Enter Details: Input the staff member’s name and email address into the provided fields.
6. Set Permissions: Choose the permissions you want to grant to the new staff member. For full access, select “All.” For specific tasks, customize those permissions according to their role.
7. Send the Invitation: Once you’ve configured permissions to your liking, click "Send Invite."

Once the staff member accepts the invitation through their email, they will set up their account. It's important to note that these invitations expire after 7 days, so follow up if they haven't acted quickly.

How to Add Collaborator Permissions in Your Shopify Store

Now let's explore how to add collaborator permissions, which is especially useful for freelancers and external agencies.

Step-by-Step Guide to Granting Collaborator Access

1. Receive a Request from the Collaborator: Your collaborator needs to send you a request for access from their Shopify Partner account.
2. Set Up a Collaborator Access Code (Optional): If you want added security, consider setting a collaborator request code. This ensures that only trusted partners can request access.
   • Go to "Users and permissions" in your Shopify settings.
   • Scroll to the Collaborators section.
   • Select the option to require a request code and generate a new one.
3. Approve the Request: Upon receiving the access request from the collaborator, review their requested permissions.
4. Grant Access: After approving the request, the collaborator will gain access through their Partner account.

Collaborator access enables freelancers to work on various tasks without taking up your store's employee count, which is particularly advantageous for agencies managing multiple clients.

Potential Use Cases for Adding Users

Adding team members or collaborators can significantly enhance your Shopify store's functionality. Below are some potential scenarios where bringing in extra hands can transform your business efforts:

Example Use Cases

• Growing Brands: A Shopify merchant selling organic skincare products may enlist a digital marketing agency to enhance their online presence. By adding collaborator access, this agency can seamlessly manage their PPC campaigns and social media ads.
• Content Creators: If we’re running an educational platform that offers various online courses, adding course creators as staff members allows them to directly manage and update content, ensuring that our customers always have access to the latest materials.
• E-commerce Consultants: For Shopify stores looking to improve their analytics, hiring a consultant can offer insights into sales trends. Collaborator permissions allow them to review analytics without impacting the limit of internal staff.

By strategically bringing in collaborators, we not only expand our capabilities but also focus on core tasks that drive our store’s growth.

Conclusion

In a rapidly evolving e-commerce landscape, knowing how to effectively manage user roles in your Shopify store is paramount to success. Whether it's leveraging staff permissions for in-house teams or utilizing collaborator permissions for external partners, we now understand how to streamline our operations while keeping security in check.

At Tevello, we believe in empowering Shopify merchants to unlock new revenue streams and build meaningful connections with their audience. With our all-in-one solution, managing courses and digital products within your Shopify store has never been easier. If you haven’t already, we invite you to start your 14-day free trial of Tevello today and experience firsthand how our robust features can enhance your Shopify business.

Remember, teamwork is essential in unlocking your store's full potential. Whether you're a small business owner or an e-commerce giant, inviting the right people into your Shopify ecosystem can make all the difference. By understanding and applying these principles effectively, we set ourselves on a path to sustainable growth and success.

FAQ

How many staff members can I add to my Shopify store?

The number of staff members you can add to your Shopify store depends on your plan. It's important to review your particular Shopify plan to understand the limit.

Can I change the permissions for existing staff members?

Yes, you can change the permissions for existing staff members anytime. Just navigate to the "Users and permissions" section, select the staff member, and edit their permissions as needed.

How do I remove user access from my Shopify store?

To remove a user, go to "Users and permissions," select the user you wish to remove, and click the "Remove access" button.

What distinguishes staff from collaborators in Shopify?

Staff members are in-house team members who directly access the Shopify admin dashboard and count towards your store's staff limit. Collaborators are typically freelancers or agencies that access the dashboard via the Shopify Partner Portal and do not count against the staff limit.

How does Tevello help Shopify merchants?

Tevello empowers Shopify merchants by enabling them to create and manage online courses and digital products, fostering vibrant online communities directly within their Shopify store, and enhancing customer engagement.

Don’t hesitate to install Tevello today and start enhancing your online presence while building meaningful connections with your audience.