Running a successful Shopify store usually requires juggling many tasks. As your business expands, managing it all on your own can become overwhelming. This is when adding an extra admin to your Shopify store can make a big difference.
Delegating tasks to a trusted team member streamlines operations and increases efficiency, allowing you to focus on growing your business.
In this blog, we’ll explore how Shopify experts add admins to the dashboard for better effectiveness and efficiency.
How to Add Another Admin to Shopify?
Like many other functionalities, adding another admin is also quite straightforward in Shopify. Here’s how the process goes.
Step 1: Log in to your Shopify account by navigating to the store’s admin URL.
Step 2: Once logged in, access the staff accounts. For that, click on the “Settings” button and open the “Users and permissions” section.
Step 3: Then. Click “Add staff” to create a new staff account by entering the following information related to the particular staff:
- Full name (As displayed on any government-issued ID)
- Email address
Step 4: Next, you need to avail the permissions. You can either grant the selected staff member permissions or grant full access to the store by clicking “Select all”.
Step 5: Finally, just click “Send Invite”.
This will send an invitation email to the staff, allowing them to access the account and complete the formalities. The invitation will expire in 7 days.
If the email isn’t accessed and accepted within 7 days, you will need to remove the staff account and re-add it to resend the invitation. However, if you have the Shopify Plus plan, you can simply navigate to Settings > Users, select the account, and click “Resend Invite.”
Email Invitation for New Shopify Admin
After you receive the email invitation, there are a few formalities to complete. Here’s how the process goes.
Step 1: In the invitation email, you’ll see the “Create staff” button. Click it, then “Accept invite”.
Step 2: Although basic info was already provided, there’s an optional step to re-enter the basic details (and some additional ones).
- email address
- first name, and last name
- phone number (optional)
- password
Step 3: Click “Create account”.
That’s it, the staff is ready to access the Shopify admin side of things. You have added another admin to Shopify. But what about the permissions and other management tasks?
How to Manage the Staff on Shopify?
After you add another admin to Shopify, managing different staff and accounts becomes important. Don’t worry; Shopify makes this process quite easy.
Let’s look at the step-by-step processes of different admin tasks.
Editing Staff Permissions
Step 1: Log in to your Shopify admin.
Step 2: Go to Settings > Users and permissions.
Step 3: Click on the name of the staff member whose permissions you want to edit.
Step 4: Adjust the permissions as needed. Select or clear particular permissions or click “Select all” to give full access.
Step 5: Click “Save”.
Updating Staff Details
The staff can update their own details after following this process.
Step 1: On your Shopify admin, click the store name shown at the top.
Step 2: Click “Manage account”.
Step 3: Update the account details.
Step 4: Click “Save”.
Deactivate or Reactivate a Staff Account
Deactivating an account means that the staff member won’t be able to access the Shopify admin.
Step 1: On the Shopify admin, navigate to Settings > Users and permissions.
Step 2: Click on the name of the staff member you want to deactivate or reactivate.
Step 3: Click “Suspend access” and again on “Suspend”.
You can reactivate this account anytime. Just click “Reactivate”.
Remove a Staff Account
If, after deactivation, you want to remove the admin account, follow this process.
Step 1: On the Shopify admin, navigate to Settings > Users and permissions.
Step 2: Click on the name of the staff account you want to remove.
Step 3: Then click Remove *staff name*.
Step 4: Enter your password to confirm the action and click “Remove”.
That will permanently remove the admin from your Shopify store.
How to Transfer Ownership of a Shopify Store?
Remember that one Shopify store will have only one owner who will have complete, unrestricted access to every part of the Shopify admin. The owner can transfer store ownership to a different admin account on Shopify.
Here’s how the process goes:
Step 1: On the Shopify admin, navigate to Settings > Users and permissions.
Step 2: Click “Transfer ownership”.
Step 3: Enter the new owner’s official email on the Shopify store. If the new owner doesn’t have admin access to your Shopify store, enter their name and details.
Step 4: Enter the password to change the access.
Step 5: Click “Transfer store ownership”.
Now look at this from the new owner’s perspective.
How to Accept the Store Ownership on Shopify?
When a store is transferred to you, you’ll receive an email notification. That will contain a link to complete the store ownership transfer process.
Step 1: Open the store transfer email, click “Get started”.
Step 2: Log in to your Shopify account.
Step 3: Click “Accept store” to complete the ownership transfer.
However, this transfer comes with several other factors to consider. To assist with this, you might choose our eCommerce consulting services. Once you add new admins to the Shopify store, it’s important to follow some security measures to achieve the best outcomes.
Key Shopify Security Practices
To ensure the security of your Shopify store and protect your customers’ data, consider these essential practices:
- Strong Passwords: Create complex, unique passwords that combine uppercase and lowercase letters, numbers, and symbols.
- Two-Factor Authentication (2FA): Enable 2FA to add an extra layer of security to your account. This requires a second verification step, such as a code sent to your phone or a security key.
- Regular Password Changes: Periodically update your password to minimize the risk of unauthorized access.
- Limit Staff Access: Grant only necessary permissions to staff members to reduce potential vulnerabilities. Check out this blog on how to grant Shopify staff access to learn how to set the right roles for your team.
- SSL Certificate: Ensure your store uses a valid SSL certificate to encrypt data transmission between your store and customers’ browsers.
- Secure Payment Gateways: Choose reputable gateways that comply with industry standards such as PCI DSS.
- Regular Updates: Keep your Shopify theme, apps, and platform up to date to address security vulnerabilities.
- Secure Third-Party Apps: Carefully vet and install only trusted apps from the Shopify App Store.
- Monitor for Threats: Regularly monitor your store for suspicious activity, such as unusual login attempts or unusual orders.
If you need help, hire Shopify developers and opt for our security optimization expertise. We’ll help you ensure the best protection for your Shopify store.
Let’s Conclude
Adding another admin to your Shopify store is a simple yet powerful way to streamline your operations and boost productivity. You can easily invite and manage additional users, granting them specific permissions to suit their roles.
Remember to prioritize security by creating strong, unique passwords and enabling two-factor authentication. Carefully consider the permissions you assign to each admin, ensuring they have only the access they need to perform their tasks.
If you need help with Shopify admin settings, consult with us today!
FAQs on Adding Another Admin to Shopify
Q1. Why should I add another admin to my Shopify store?
Adding another admin can help you manage your store more efficiently, especially if you have a growing business. It allows you to delegate tasks, share the workload, and improve productivity.
Q2. Is it safe to add another admin to my Shopify store?
Yes, it’s safe to add another admin as long as you take the necessary security precautions, such as using strong passwords and limiting access to sensitive information.
Q3. Can I add multiple admins to my Shopify store?
Yes, you can add multiple admins to your store, each with their own set of permissions. This allows you to manage a large team and delegate tasks effectively.