Roles you can give
| Role | Access |
|---|---|
| Owner | Everything, including Settings and Team |
| Manager | Everything except Settings and Team |
| Editor | Products, collections, files, blog, menus, pages, reviews, discounts, Live Build |
| Support | Orders, customers, reviews, shipping and blocked list |
| Custom | Only the areas you tick |
Custom access
For a Custom person, tick areas in groups: sales and orders, numbers, catalogue, marketing, content, website and design, and admin. Anything not ticked is hidden and blocked.
- Developer preset: design, apps, checkout, domains, files, pages, menus, blog.
- Order booking preset: orders, drafts, customers, shipping, couriers.
- Hide Accounts, Reports and Dashboard from staff who should not see money.
Managing the team
- Add a person with name, email, password of 8 or more characters and role.
- Give an optional job title.
- Change a role or reset a password later.
- Remove a person who leaves.
- See each person's last sign-in time.
There must always be one owner, and you cannot remove your own account.
Limits
There is no store-wide activity log, though order timelines record some actions. There is no two-step sign-in for staff. Access is by area, not by single action, so someone who can open Orders can edit orders.
By default Starter allows one staff login besides the owner. The Pro plan removes that limit.
Who needs which role
Match the role to the job. A small team usually needs only three kinds of access.
- A packer or order booker can use the Order booking preset, so they see orders, customers and couriers only.
- A content writer can be an Editor, who works on products, blog and pages but cannot open Settings.
- A part-time helper who answers buyers can be Support, who handles orders, customers and reviews.
- A developer can use the Developer preset without seeing sales.
Give each person their own login. Shared passwords make it hard to know who did what, and you must change the password whenever someone leaves.
Staff account questions
How many staff can I add?
By default Starter allows one. Pro allows unlimited.
Can staff see my profit?
Only if you give them Accounts, Reports or Dashboard.
Can I make a custom role?
Yes. Tick the areas the person can open.
Who can add staff?
Only the owner.
Can I reset a staff password?
Yes. The owner can.
Is there an activity log?
Not store-wide. Order timelines record some actions.
Do staff need a separate login page?
No. They use the same admin login.
Can I remove staff?
Yes.