Team and roles
Invite people to help run the app. Each person gets a role. A role sets what they can see and change.
Status: on by default.
Roles#
| Role | What they can do |
|---|---|
| Owner | Everything, including billing, plan changes and team management. |
| Admin | Everything except billing and team management. |
| Publisher | Edit screens, publish, manage store builds, change feature switches, decide approvals. |
| Designer | Edit screens and view the publishing centre. Cannot publish. |
| Marketer | Send and edit campaigns and automations, manage segments and discounts. |
| Viewer | View the app, analytics and the team page. Cannot change anything. |
People who do not have the right role see a "not allowed" message on each page they cannot use.
Who becomes the owner#
The Shopify account owner of the store becomes the owner of the app when they open it. The app asks Shopify who the account owner is. Being the first person to open the app is not enough.
If another staff member opens the app before the account owner does, they wait as Waiting for approval and cannot use the app yet. When the account owner opens the app, they see these people on the Team page and can Approve them (they join as Admin) or Decline them.
Merchant app on your phone#
A phone paired from Merchant app gets your role, but it cannot change the team, billing, connected services or publishing. It signs out 30 days after pairing, when your role changes or you are removed, and if you have not opened the app in your Shopify admin for 14 days.
Invite someone#
- Open Team and invite the person by email.
- Pick their role.
- They sign in with that email. The app gives them the role.
If no invite exists, the app gives the role none, and the Team page explains what to do.
Approvals#
Some actions wait for a second person. These are:
- scheduling or sending a campaign
- changing a repeat schedule
- creating a store release
- publishing a version
The request appears under Team, in the Approvals tab. A person with the approval decide permission can approve or reject it, and add a comment. People cannot approve their own request. They can cancel it.
Owners and admins set the approval rules.
Audit log#
The audit log shows who changed what, and when. Open Team, then Audit log. You can export the log as a file if your role allows it.
Permissions list#
The app uses these permission names in the admin:
- app view
- layout edit and layout publish
- feature switches manage
- publishing view and publishing manage
- campaign edit and campaign send
- automation manage
- segment manage
- discount manage
- analytics view and analytics export
- integration manage
- billing manage
- team view, team invite and team manage
- audit view and audit export
- approval request, approval decide and approval rules manage
- prescription review
The default set for each role is in the table above.