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Staff/User Permission Levels in Shopify for Accountants and Bookkeepers

What user permission levels are required to connect A2X to your clients' Shopify stores as a Shopify Staff or Shopify Partner?

Natalie Flex avatar
Written by Natalie Flex
Updated over a week ago

Your client may have already given you user permission levels to access their Shopify store. Below are the instructions for your client to give you the required permission levels.

Staff & Partner Permissions in Shopify

Here's an article in Shopify with more information on how to manage staff. Shopify currently offers 3 permission levels for users:

  • Owner permission

  • Full permission

  • Limited (customized) permission

To connect A2X to Shopify, your client should give you "full permission" level

Instructions for your client to add a user (staff) in Shopify:

Step 1: Go to Shopify > Settings and choose Plan & Permissions

Step 2: Click on "Add staff account"

Step 3: Send user invitation with the box checked for "This staff account will have full permissions"

Once you receive the user invitation from Shopify, create a login and password to access your clients' Shopify store(s).

Next steps:

➡️ Connect A2X to Shopify. Log into A2X, click on the "Connect to Shopify" button, and complete the connection. For more information, please reference this article HERE.

Hint: If you are in chat and wish to view this article outside of the chat window, please click HERE

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