Manage roles and permissions

The Roles & Permissions page lets you control exactly what each teammate can do in your store. Open it from Settings > Roles & Permissions, under Access & Security. From here you can review the built-in roles, build your own custom roles, and fine-tune access down to individual permissions. Managing roles requires the Invite members, assign roles, manage custom roles permission, which is granted to the Owner and Admin roles.

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Built-in roles

Every store comes with a set of built-in roles. You can assign these roles when inviting a teammate or from a member’s access page.

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Permissions

Permissions are organized into groups so they’re easy to scan. The permission picker is searchable and each group is collapsible, so you can quickly find and toggle exactly what you need.

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Custom roles

If the built-in roles don’t fit how your team works, create your own.

1. Go to Settings > Roles & Permissions.
2. Create a role and give it a name and a short description.
3. Use the grouped permission picker to select exactly which permissions the role grants.
4. Save the role. It’s now available to assign to members.

Unlike most built-in roles, custom roles are fully editable and deletable.

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Resource-scoped permissions

Two edit permissions can be limited to specific resources instead of applying to everything:

• Edit merchandising rules — limit to specific collections.
• Edit sort orders — limit to specific sort orders.

When you grant one of these permissions, you can choose the resources it applies to. Leave the resource list empty to apply the permission to all collections or sort orders.

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Delete a role

To delete a custom role, first reassign any members who currently hold it to another role. Once no members are assigned, you can delete the role.

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Next steps

• Manage team members to invite teammates and assign roles.
• Manage API access to create tokens for developers.