April 06, 2025
Users and Permissions Shopify 2.0
By Veronica Jeans, Bestselling Author
Understanding Shopify Permissions
This interactive matrix helps you clearly understand what each team member can access in your Shopify store based on their assigned role. Whether they're a marketer, merchandiser, support staff, or editor, this tool lays out all the available permissions and what each one allows.
Use the search bar to quickly find a specific permission or toggle the role filters to focus on relevant responsibilities. Click "View All Details" next to any permission to see exactly what each role can do—from editing products to managing orders. This makes role setup and access control simple, visual, and stress-free.
Permissions are grouped into the following categories:
- Home
- Orders
- Draft orders
- Products
- Catalogs
- Gift cards
- Customers
- Analytics
- Marketing
- Discounts
- Content
- Files
- Online store
- Checkout and customer accounts
- Companies (Shopify Plus plan only)
- Users (Deprecated for role-based access control)
- App development
- Store settings
- Finance
Shopify Role Permissions Matrix
Online Store Editor Customer Support Merchandiser Marketer
| Main Permission | Online Store Editor | Customer Support | Merchandiser | Marketer | Details |
|---|---|---|---|---|---|
| Home | ✓ | ✓ | ✓ | ✓ |
🔐 View: view the Home page, which includes sales information and other store data.
|
| Orders | ✓ |
🔐 View: view orders.
🔐 Manage order information: edit and update non-line item related attributes, such as customer information, shipping information, tags, and metafields, as well as take actions such as sending an invoice, archiving orders, or unarchiving orders.
🔐 Edit orders: add or remove line items from orders.
🔐 Apply discounts: apply discounts to existing or new line items in an order.
🔐 Set payment terms: add payment terms to an order or edit existing payment terms.
🔐 Charge credit card: collect payment by entering credit card information.
🔐 Charge vaulted card: charge a vaulted credit card, which is credit card information that is stored in a credit card vault.
📝 This permission applies only to products that were bought through a deferred payment purchase option such as preorders or try before you buy.
🔐 Record payments: record manual payments for orders.
🔐 Capture payments: manually capture payments for orders.
🔐 Fulfill and ship: fulfill and ship orders.
🔐 Buy shipping labels: create and buy shipping labels.
🔐 Return: create and process returns.
🔐 Refund: refund and restock orders.
🔐 Cancel: cancel orders.
🔐 Export: export orders.
🔐 Delete: delete orders.
🔐 Abandoned checkouts > Manage: manage abandoned checkouts.
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|||
| Draft orders | ✓ |
🔐 Permission: Permission Details
🔐 View: view draft orders.
🔐 Create and edit: create and edit draft orders, duplicate orders, send and share an invoice, and update customer contact and shipping information.
📝 This permission requires at least one payment permission for users to convert a draft order to an order. Payment permissions include: Set payment terms Charge credit card Mark draft orders as paid
🔐 Apply discounts: apply and remove custom line item and order discounts. Staff will also need the Discounts permission to apply discount codes.
📝 This permission requires the following additional Draft orders permissions: View Create and edit
🔐 Set payment terms: set the payment terms for draft orders and convert the draft order to an order.
🔐 Charge credit card: collect payment by entering credit card information.
🔐 Charge vaulted card: Allows staff to charge a vaulted credit card for a draft order, which is credit card information that is stored in a credit card vault.
🔐 Mark as paid: mark draft orders as paid.
🔐 Export: export draft orders.
🔐 Delete: delete draft orders.
|
|||
| Products | ✓ |
🔐 Permission: Permission Details
🔐 View: view products.
📝 This permission doesn't allow users to view product costs.
🔐 View cost: view product cost.
🔐 Create and edit: create, edit, import, publish, share, and archive products and collections.
📝 This permission doesn't allow users to edit product cost or product price.
🔐 Edit cost: edit product cost.
🔐 Edit price: edit product price.
🔐 Export: export products and inventory.
🔐 Delete: delete products, variants, and collections.
🔐 Inventory > Manage: create, transfer, track, import, and export inventory. Allows users to edit inventory quantities, SKUs, and barcodes. Allows users to view the history of inventory adjustments for products and variants whose inventory is being tracked by Shopify.
|
|||
| Catalogs | ✓ |
🔐 Permission: Permission Details
🔐 View: view catalogs.
🔐 Create and edit: view, create, edit, archive, and import catalogs.
🔐 Delete: delete catalogs.
|
|||
| Gift cards |
🔐 Permission: Permission Details
🔐 View: view and send gift cards.
🔐 Create and edit: To create or edit customers
📝 From the Gift cards page, then you also need to grant the Customers > View permission.
🔐 Export: export gift cards to a CSV file.
🔐 Deactivate: view gift cards, and to export gift cards to a CSV file.
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| Customers | ✓ |
🔐 Permission: Permission Details
🔐 View: view customer profiles.
🔐 Create and edit: create and edit customer profiles.
🔐 Erase personal data: request that a customer's data be erased.
🔐 Request data: request that a customer's data be exported in CSV format to be sent to the customer. This is a sensitive permission.
🔐 Export: This permission is required for users to export customer profiles.
🔐 Merge: merge customer profiles.
🔐 View store credit transactions: view details of store credit account transactions.
🔐 Edit store credit: debit and credit a customer's store credit account.
🔐 Delete: delete customer profiles.
|
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| Analytics |
🔐 Permission: Permission Details
🔐 Reports: view and create reports, which includes sales information and other store data.
📝 You can't specify which reports users can access. Users also need the View products permissions to filter by Sales Channel in the Finance reports summary page.
🔐 Dashboards: view the Overview and Live view pages, which include sales information and other store and sales channels data.
|
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| Marketing | ✓ |
🔐 Permission: Permission Details
🔐 View, create, and delete marketing activities and automations: view, create, and delete marketing activities and automations.
|
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| Discounts |
🔐 Permission: Permission Details
🔐 View, create, and delete: view and create discount codes and automatic discounts, and to export discounts to a CSV file.
|
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| Content | ✓ | ✓ |
🔐 Permission: Permission Details
🔐 Menus: view, create, change, and delete menus.
🔐 Metaobject definitions: nan
🔐 View: view metaobject definitions, including the details and all associated entries.
🔐 Create and edit: create and edit metaobject definitions.
🔐 Delete: delete metaobject definitions.
🔐 Entries: nan
🔐 View: view metaobject entries.
🔐 Create and edit: create and edit metaobject entries.
🔐 Delete: delete metaobject entries.
|
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| Files | ✓ | ✓ |
🔐 Permission: Permission Details
🔐 View: view files.
📝 The View, Create, and Edit Files permissions are automatically selected when you assign users any of the following permissions: Any of the following Content permissions: Metaobjects definitions Entries permissions, including View, Create and Edit, and Delete. Any Products permissions. Any of the following Online store permissions: Themes Blogs and pages
🔐 Create: upload files.
🔐 Edit: edit files.
🔐 Delete: delete files.
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||
| Online store | ✓ |
🔐 Permission: Permission Details
🔐 Themes: view, change, and publish any free or paid for themes in the Theme library section of the Themes page of your Shopify admin. It also gives users access to the command line interface (CLI) tool.
📝 Users also need some Apps and channels permissions to install additional themes from the Shopify Theme Store or to purchase existing trial themes in the theme library. Manage and install apps and channels is required to install additional themes. Approve app charges is required to install themes that have a cost associated with them.
🔐 Edit code: modify the theme code directly through the code editor.
📝 This permission doesn't block or prevent access to the Assets API. Access to the CLI tool is still given as part of the Themes permission.
🔐 Blog posts and pages: view, create, change, publish, and delete blog posts and pages.
|
|||
| Checkout and customer accounts |
🔐 Permission: Permission Details
🔐 View and edit: view and edit checkout and customer accounts settings.
🔐 Manage store credit visibility: manage whether store credit displays as a payment method at checkout.
🔐 Manage identity providers: manage identity providers.
|
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| Companies |
🔐 Permission: Permission Details
|
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| (Only to stores on the Shopify Plus plan) |
🔐 View companies: view companies and company locations.
🔐 Create and edit companies: view, create, and edit companies and company locations.
🔐 Assign other users to company locations: assign other users to specific company locations.
🔐 Delete companies: delete companies and company locations.
🔐 Restrict permissions to assigned company locations: Restricts the admin to display only the Orders, Draft orders, Customers, and Companies associated with the company locations assigned to the user.
📝 All other pages in the admin won't be filtered by company. Some customer values, such as Amount spent order values, will display totals for all locations instead of just the total for locations the user is assigned.
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| Users |
🔐 Permission: Permission Details
🔐 Edit permissions: view and change permissions for users and collaborators. This is a sensitive permission.
📝 The store owner can always edit any permissions. Users with the Edit permissions permission can edit permissions for other staff, but only permissions that they already have. For instance, a user who a role with the Edit permissions and Manage settings permissions must also have the Themes permission to give or remove the Themes permission to another users member. A user with Edit permissions can grant this permission to another user with the same permissions, but cannot revoke it. For security reasons, to give another user the Edit permissions permission, the user who gives the permission must have the same permissions as the user who is given the permission.
🔐 Add and remove: add other users, and update or remove user accounts.
🔐 External login services: view or update external login services on the Users and permissions page.
🔐 Revoke access tokens: This permission allows users to revoke user device permissions for Shopify apps such as Point of Sale, Shopify Inbox, or the Shopify app.
📝 Any user can revoke their own access, but only users with this permission can revoke access for other staff.
🔐 Collaborators > Manage collaborator requests: review, accept, or decline collaborator requests to the store.
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| App development |
🔐 Permission: Permission Details
🔐 View apps developed by staff and collaborators: view apps that are developed by your users or by collaborators.
🔐 Develop: create and update custom apps that are installed on your store.
🔐 Enable development: permit users and collaborators to develop custom apps. By default, custom app development isn't permitted.
📝 This permission also requires Manage and install apps and channels permission so the user can access Apps and sales channels settings where they can create and install custom apps.
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| Store settings |
🔐 Permission: Permission Details
🔐 Manage settings: access some pages of the administration options on the Settings page and Preferences page of your Shopify admin, and to create webhooks.
🔐 Shipping and delivery: create, manage, and delete shipping and delivery settings.
🔐 Taxes and duties: manage taxes and duties.
🔐 Locations: create, change, and delete the locations where you stock or manage inventory.
🔐 Store credit: manage store credit settings.
🔐 Domains: view and edit domain settings.
🔐 Transfer domain to another Shopify store: transfer the store's domain to another Shopify store.
📝 To transfer the domain, the user must meet the following criteria: be a user in both stores be given this permission in both stores
🔐 View customer events: view customer events, including app pixels and custom pixels.
🔐 Manage and add custom pixels: manage and add custom pixels.
🔐 Store policies: create and manage store policies.
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| Finance |
🔐 Permission: Permission Details
🔐 View billing and receive billing emails: view, download, or export Shopify bills. They can also view billing information, payment methods and receive billing related emails.
📝 However, Collaborators who have this permission don't receive billing emails.
🔐 Edit billing payment methods and pay invoices: add a payment method on the Billing page, and to pay billing invoices if a payment fails. This is a sensitive permission.
🔐 Manage plan: make changes to the store's subscription plan.
📝 Only the store owner can pause or deactivate the store.
🔐 Manage app billing: view app billing charges for one-time purchases, app usage, and app subscriptions.
🔐 View Shopify Payments payouts: view Shopify Payments settings, payouts, and transactions.
📝 This permission also requires the Manage settings,Checkout and customer accounts, and Store setting permissions.
🔐 Manage other payment settings: manage payment methods other than Shopify Payments, including PayPal, third-party providers, manual payments, and additional payment types. This is a sensitive permission.
📝 This permission also requires the Manage settings permission.
🔐 View Balance account activity: view Shopify Balance transactions and the amount available to spend.
🔐 View all Shopify Credit account activity: view Shopify Credit transactions, Cardholder details, their spending limits and usage, and the remaining credit limit.
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