Staff, Roles & Permissions

Give your team their own logins with the right permissions.

5 min read Intermediate Updated Aug 2026

Staff → User → Create
1Name
2Email
3Password
4Role Dropdown
5Save Button

If other people help run your store, give each their own login with only the permissions they need. Staff live under the Staff menu, split into Roles and Users.

Create a staff user

  1. Open Staff → User → Create.
  2. Enter the person's name, email and a password.
  3. Assign a Role.
  4. Click Save.
TipEvery person should have their own login — never share one account. This keeps your activity history accurate and secure.

Roles & permissions

A role is a named set of permissions (for example "Order Manager"). A permission decides what that role can see and do.

  1. Open Staff → Roles → Create.
  2. Name the role after a real job — Manager, Catalogue Editor, Support.
  3. Tick only the permissions it should have.
  4. Click Save, then assign the role to users.
WarningGive Settings and Plan access only to trusted managers — these control billing and store-wide configuration.

Editing & removing users

  • Edit — open Staff → User, click Edit on a row, change details or reset the password, and Save.
  • Remove — click Delete on the row and confirm.
Best PracticeInstead of deleting someone who has left, disable their login. This blocks access while keeping their history intact.
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