How to Give Collaboration Access to firstname.lastname@example.org on Shopify
Step 1: Log in to Your Shopify Account
Navigate to Shopify: Open your web browser and go to Shopify's website.
Enter Your Credentials: Use your email address and password to log in to your Shopify account.
Step 2: Access the 'Users and Permissions' Section
Go to Settings: Once logged in, click on the 'Settings' gear icon at the bottom left corner of your Shopify admin page.
Select 'Users and Permissions': In the Settings menu, find and click on 'Users and Permissions'.
Step 3: Invite a Staff Member
Add Staff Member: In the 'Users and Permissions' section, you will see an option to 'Add staff'. Click on this button.
Enter Email Address: In the provided field, type "email@example.com".
Step 4: Set Permissions
Choose Permissions: Assign specific permissions for the new staff member. This determines what areas of your Shopify admin they can access.
Custom Permissions (Optional): Customize permissions further by selecting or deselecting specific options.
Step 5: Send the Invitation
Review Details: Double-check the email address and permissions.
Send Invite: Click the 'Send invite' button to send an email invitation to "firstname.lastname@example.org".
Step 6: Collaborator Accepts the Invitation
Acceptance by Collaborator: The staff member at "email@example.com" will receive an email with the invitation. They must click on the link in the email to accept the invitation and set up their account.
Step 7: Confirmation and Monitoring
Check Status: You can view the status of the invitation in the 'Users and Permissions' section. Once accepted, it will show the collaborator as an active staff member.
Manage Access: Manage or revoke access at any time by returning to the 'Users and Permissions' section.
Keep Records: It’s a good practice to keep a record of who has access to your store and their level of permissions.
Regularly Review Permissions: Periodically review and update permissions as necessary, especially if the role of the collaborator changes.