Inviting users

You can invite staff members to your store or organization by creating users in your Shopify admin and assign them roles to limit their access to parts of your store or organization. Learn more about roles, and the available permissions for different role categories.

The number of users that you can add depends on your plan. Learn more about the maximum number of users for each plan.

If you want to invite a collaborator, then refer to Collaborator accounts.

Considerations for inviting users

Review the following considerations for inviting users:

  • You can add users with Shopify admin access and Point of Sale access.
  • If you have any Point of Sale locations on the Shopify POS Pro subscription, then you can also add Point of Sale only users.

User permission requirements

The following users can manage users in the Shopify admin:

The following types of users can manage POS staff from the Point of Sale channel or from Shopify POS:

Inviting Shopify admin users

After you invite a user, the staff member receives an email invitation to complete the set up of their user account. Invitations to create a staff login expire in seven days. If the invitation isn't accepted within seven days, then remove and re-add the user to send a new invitation.

If you have the Point of Sale channel installed, then users also have access to Shopify POS.

Users who haven't completed their accounts have the Pending status in the Settings > Users section of your Shopify admin.

Steps:

Non-Plus plans
  1. From your Shopify admin, go to Settings > Users.

  2. Click Add users.

  3. Ensure that the Admin and Point of Sale tab is selected.

  4. In the Users section, click Plus circle Add users.

  5. In the Add user dialog, enter the email address of the user. This email is where they'll receive the invitation as well as any email notifications relating to your store.

  6. Click Add Users.

  7. In the Roles section, click Plus circle Assign.

  8. Select a role, or create a new role. Click Plus circle Assign to assign additional roles.

  9. Optional: In the Permissions summary section, review the permissions for all assigned roles. If there are permissions that you don't want to include, then you can edit a role or create a new role.

  10. In the Two-step authentication section, select whether two-step authentication is required or not when the user logs in through a browser.

  11. Click Save.

Plus plan
  1. From your Shopify admin, go to Settings > Users.

  2. Click Add users.

  3. Ensure that the Admin and Point of Sale tab is selected.

  4. In the Users section, click Plus circle Add users.

  5. In the Add user dialog, enter the email address of the user. This email is where they'll receive the invitation as well as any email notifications relating to your store.

  6. Click Add Users.

  7. In the Roles and groups section, click Plus circle Assign.

  8. Select a role or group, or create a new role. Click Plus circle Assign to assign additional roles or groups.

  9. Optional: In the Permissions summary section, review the permissions for all assigned roles. If there are permissions that you don't want to include, then you can edit a role or create a new role.

  10. In the Two-step authentication section, select whether two-step authentication is required or not when the user logs in through a browser.

  11. Click Save.

Accepting an invitation

If you receive an invitation to join a Shopify store or organization, then you have seven days to accept the invitation.

Steps:

  1. From the invitation email, click Accept invite.
  2. Log in to your Shopify account.
  3. Optional: If you don't have a Shopify account, then create a Shopify account, enter the following information:
    • Email address
    • First name and last name
    • Optional: Phone number
    • Password
  4. Click the name of the store that you're invited to join.

After seven days the link will expire. If the link in your invitation email no longer functions, then you need a new invitation. Contact the administrator that sent you the invitation to request a new one.

Add POS only users

You can add users that have access only to the Point of Sale channel. POS-only users don't require an email address, and use a PIN to log in and access the Shopify POS app.

Steps:

  1. From your Shopify admin, go to Settings > Users.

  2. Click Add users.

  3. Click the Point of Sale tab.

  4. In the Users section, click Plus circle Add users.

  5. In the Add user dialog, add in the user's contact information.

  6. Click Add user.

  7. In the Roles section, click Plus circle Assign.