The Users Settings page allows administrators to view, add, edit, and remove users who have access to a store.
Each user is assigned a permission level that determines what they can access and which user management actions they can perform within the administration portal.
In this article, you will learn about:
- Viewing the User List
- User Permissions
- Adding a New User
- Viewing and Editing User Details
- Managing Your Own Profile
To get started, navigate to Settings → Users from the left sidebar menu.
Viewing the User List
On the Users Settings page, you will see a list of all users associated with the store you are currently viewing.
The User List includes the following columns:
- Name
- Permission
This list allows you to quickly review who has access to the store and which permission level each user has been assigned.
User Permissions
Owner
The Owner has the highest level of access within the store.
Owners can:
- Manage orders
- Edit store settings
- Manage administrators and other users
- Transfer store ownership
- Delete the store, when eligible
There can only be one Owner per store.
Administrator
Administrators can manage the store and oversee users below them in the permission hierarchy.
Administrators can:
- Manage store settings
- Manage Managers, Staff, and External Users
- Perform store management tasks
Administrators cannot transfer ownership.
Manager
Managers help oversee daily store operations.
Managers can:
- Receive store notifications
- Manage customer orders
- Manage Staff users
- Manage External Users
This role is useful for users who help run store operations but do not need full administrative access.
Staff
Staff users are responsible for selling products and providing customer service.
This permission level is intended for users who assist with day-to-day store operations but do not need broader management or settings access.
External User
External Users have read-only access to customer-related data.
This may include areas such as:
- Reports
- Customer lists
- Customer-related information
This permission level is useful for users who need visibility into customer data but should not be able to make administrative changes.
User Permission Hierarchy
In general, users can add and manage other users below their own permission level.
Example
- Owners can add and manage all users.
- Administrators can add and manage Managers, Staff, and External Users.
- Managers can add and manage Staff and External Users.
- Staff can add and manage External Users.
- External Users cannot add or manage users.
Users cannot assign another user the same permission level as themselves.
Adding a New User
To add a new user, click the Add New User button in the upper-right corner of the Users Settings page.
A modal window will appear where you can enter the new user's email address and select their permission level.
After entering the required information, click Add New User to send the invitation.
The invited user must accept the invitation email and complete account setup before they can access the administration portal.
Because there can only be one Owner per store, the Owner permission is displayed separately as Owner (Transfer Ownership) when adding a user. Only the current Owner will have the option to transfer ownership to another user. If they choose to do so, they will see a confirmation warning.
Note: The transfer of ownership only takes place after the invited user accepts the email invitation, and the previous owner is transferred to an Administrator role.
Viewing and Editing User Details
To view more information about a user, click the user's row from the User List.
The User Details page displays:
- Name
- Email Address
- Date Added
Depending on your permission level, you may also be able to edit or delete users below your own permission level.
Users can edit other users below them in the permission hierarchy. However, users cannot promote another user to the same permission level as themselves.
Example
An Administrator can edit Managers, Staff, and External Users, but cannot promote another user to Administrator or Owner.
Deleting a User
If you have permission to manage a user, you can remove their access by selecting the Delete User Account button.
Users can only delete users below their own permission level.
Managing Your Own Profile
You can manage your own profile from the account menu in the upper-right corner of the administration portal.
Click your name and select Profile Settings.
From the Profile Settings page, you can edit your profile information or reset your password.
That's everything you need to know about managing Users.