How to Share Shopify Access with My Website Development Agency

How to Share Shopify Access

 

Step 1: Log into Your Shopify Account

1. Go to Shopify and log in with your credentials.
   • Ensure you have admin access to perform these actions.

Step 2: Navigate to Account Settings

1. In the Shopify admin dashboard, click on Settings located at the bottom left corner.

 

Step 3: Add a New Staff Member

1. In the settings menu, click on Users and permissions.
2. Click the Add staff button.
3. Enter the staff member’s details:
   • First Name
   • Last Name
   • Email Address (Ensure this is the email of your contact at the web development agency)
4. Select the appropriate permissions you want to grant. Permissions determine what the agency can access and manage in your Shopify store. Here are some common permissions to consider:
   • Orders: View, create, and manage orders.
   • Products: Add, edit, and delete products.
   • Customers: View and manage customer data.
   • Reports: Access store analytics and reports.
   • Themes: Customize and edit the store’s design.
   • Apps and Channels: Manage third-party apps and sales channels.
5. If the agency needs full control over the store for extensive development tasks, consider granting Full permissions.
6. Click Send invite to invite the agency to access your Shopify store.

 

Step 4: Notify Your Agency

• Inform your web development agency that they have been invited to access your Shopify account.
• They will receive an email with instructions on how to accept the invitation and set up their account.