Running an online store on Shopify comes with the responsibility of managing multiple aspects of your business, from inventory and products to customer service and marketing. As your business grows, you may need additional help to manage the day-to-day operations. Adding another admin to your Shopify store is a practical solution that allows you to delegate tasks while maintaining control over your business.
Whether you’re a small business owner or running a larger enterprise, having more than one admin can help distribute the workload, streamline operations, and ensure the store is always running smoothly. But how do you go about adding an admin to your Shopify store? What are the necessary steps and precautions to consider?
In this article, we will guide you through the process of adding another admin to your Shopify account, explore different user roles available, and offer best practices for managing store access securely. Whether you need help with managing products, processing orders, or handling customer queries, the ability to delegate responsibilities effectively will keep your store running efficiently and allow you to focus on growth.
Table Of Contents
Understanding the Importance of Admin Access
Before diving into the steps to add an admin to your Shopify store, it’s essential to understand the role and importance of admin access. In Shopify, an admin has full control over the store and can make changes across all areas of the platform. Admins can edit store settings, manage products, view reports, and even add or remove other users. This level of control makes the admin role a significant responsibility.
For example, if you are running a store with a team of people handling different tasks, having multiple admins ensures that all aspects of the store are monitored and managed in a timely manner. While it’s beneficial to have more than one person involved in managing the store, it is also critical to maintain the security and integrity of the account.
Let’s now look at how you can grant another person admin access to your Shopify store.
Step-by-Step Guide to Adding Another Admin
Adding another admin to your Shopify store is a straightforward process. Here’s how you can do it:
Step 1: Sign In to Your Shopify Account
The first step is to log in to your Shopify account using your store’s credentials. You need to have the necessary permissions as the store owner to add other users. If you’re not the store owner, you will need to request admin access from the person who owns the account.
Step 2: Navigate to the Users and Permissions Section
Once you are logged in, the next step is to go to the “Settings” section of your Shopify store. This can be found in the bottom left-hand corner of the Shopify admin panel. Click on “Settings” and then choose “Users and permissions” from the list of options available.
In this section, you will see a list of all current users with access to your store, along with their respective roles and permissions.
Step 3: Add a New Admin
To add a new admin, click on the “Add staff” button located at the top of the “Users and permissions” page. This will open a form where you can input the details of the new admin.
- Enter the new admin’s name and email address.
- Check the box next to “Admin” to give them full access to your Shopify store.
Step 4: Set Permissions and Customize Access
While the “Admin” role gives full access to your store, Shopify also allows you to customize what each user can and cannot do. You can grant specific permissions for tasks such as viewing reports, managing orders, or updating products.
For instance, if you’re adding an admin who will be handling only customer service, you can restrict their access to just the “Orders” and “Customers” sections while giving them the ability to view other areas like the “Reports” tab.
Customizing access helps prevent unauthorized changes to your store, especially if you have sensitive data like financial information or marketing strategies.
Step 5: Send Invitation
After setting up the permissions, click “Send invite” to send an email invitation to the person you’re adding as an admin. They will receive a notification with a link to create their own login credentials for the store. Once they accept the invitation and log in, they will have full admin access to your Shopify store.
Step 6: Confirming the Admin’s Access
Once the new admin has accepted the invitation, go back to the “Users and permissions” page to confirm their status. You should now see their name listed as an active admin.
At this point, the new admin can perform any tasks assigned to them based on the permissions you granted.
Different Roles Available in Shopify
Shopify allows you to assign different roles to users, depending on the level of access and responsibility you want them to have. While adding another admin is useful for giving someone complete control, it’s important to understand other roles and how they might fit the needs of your business.
1. Store Owner
The store owner is the individual who initially created the Shopify account and has full access to all features of the store. Only one store owner can exist per account, and this person has the highest level of access. If you want to transfer ownership of the store to someone else, this can be done by contacting Shopify support.
2. Admin
As discussed, an admin has complete access to manage your Shopify store, including settings, products, reports, and more. Admins can also add or remove other users. This role is ideal for those who need control over most aspects of the business, such as business partners or managers.
3. Staff
A staff account provides access to certain parts of the store, depending on the permissions you assign. This role is great for employees who need to perform tasks like fulfilling orders, managing products, or providing customer support but don’t need access to the store’s financial details or other sensitive information.
4. Limited Staff
If you want to give a user access to only a specific area of your store, you can create a limited staff account. For instance, you may give a marketing manager access only to the promotions or reports section of the store. Limited staff accounts are highly customizable and allow you to control exactly what each user can do.
Best Practices for Managing Admin Access
While adding another admin is simple, it’s important to follow best practices to ensure that your store’s security is not compromised. Here are a few tips to keep in mind:
Regularly Review User Roles
As your business evolves, you may need to update user roles and permissions to reflect changes in responsibilities. Regularly reviewing who has access to your store helps prevent unnecessary risk, especially if an employee changes roles or leaves the company.
Use Two-Factor Authentication
Two-factor authentication (2FA) adds an extra layer of security when logging in to your Shopify store. Even if a hacker gets access to a user’s login credentials, they won’t be able to log in without the second authentication factor (usually a code sent to the user’s mobile device).
Keep Track of Activity Logs
Shopify provides an activity log that tracks changes made to your store by any user. This includes adding products, changing settings, or updating themes. Keeping an eye on the activity log can help you monitor what actions are being taken and detect any unauthorized activities.
Limit Admin Roles to Key Personnel
While it may be tempting to add multiple people as admins, it’s advisable to limit this role to only those who truly need it. Admin access grants full control over your store, so minimizing the number of admins helps reduce the risk of accidental or intentional harm.
Conclusion
Adding another admin to your Shopify store is an effective way to delegate tasks and maintain control over your business as it grows. By following the steps outlined above, you can easily grant access to trusted individuals and customize their roles to suit your needs. Always remember to review user permissions regularly and keep your store secure by implementing two-factor authentication and monitoring activity logs.
Having multiple admins helps ensure that your store runs smoothly, with various people handling different aspects of the business. With the right approach, you can optimize your store’s management and focus on scaling your operations without worrying about day-to-day tasks.
FAQ Section
How do I add an admin to my Shopify store?
To add an admin, go to “Settings,” then “Users and permissions.” Click “Add staff,” enter the person’s details, select “Admin” role, and send an invitation. They’ll get an email to accept and create a login.
Can I assign different permissions to admins on Shopify?
Yes, you can customize an admin’s permissions by selecting specific access areas, like orders, products, or reports. This helps limit their access to only what they need to manage on your Shopify store.
How many admins can I have on a Shopify store?
Shopify allows multiple admins, but only one store owner. There’s no hard limit for adding admins, but it’s advisable to only grant this role to trusted individuals with significant responsibilities in your business.
Can I revoke admin access in Shopify?
Yes, you can remove an admin by going to “Settings,” then “Users and permissions.” Find the admin’s profile, click “Delete,” and confirm the removal. This action removes their access immediately.
Why should I add multiple admins to my Shopify store?
Adding multiple admins helps distribute workload, ensures someone is always available to manage the store, and allows for better oversight of operations, especially when your business expands.
What is the difference between an admin and a staff member on Shopify?
Admins have full access to manage all aspects of the store, including settings, users, and products. Staff members have limited access, which can be customized, allowing them to manage specific areas like orders or customers.
How do I transfer store ownership in Shopify?
To transfer store ownership, go to “Settings,” then “Plan and permissions.” Under “Store owner,” click “Transfer ownership” and follow the instructions. The new owner must accept the transfer to complete the process.
How can I ensure my Shopify store is secure when adding admins?
Implement two-factor authentication (2FA) for admins, regularly review user permissions, and track activity logs to maintain security. Limiting admin access to trusted team members is crucial for reducing risks to your store’s data.
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