shopify admin access
Published on: February 4 2023 by pipiads
Table of Contents About shopify admin access
How to Make a Shopify API Request
hey, i'm megan, a developer advocate here with shopify, and today we'll be using an access token generated by shopify to request product information through the admin api. if you're familiar with web development, you know that apis are sets of protokols and rules used to define how you can integrate your application with this source. the apis provided by shopify are no different and they are the primary way that you, as an app developer, can integrate your app with shopify. shopify has a few apis available that you can use, but today we will be focusing on the admin api, since we only want product information. you can find out more about the different types of apis available if you watch this video by my friend liz. she goes into detail more about each one. the admin api gives your app the ability to read and write shopify store information. this includes products, orders, shipping and more, and because of this, all requests to the admin api need to be authentikated. i will be demonstrating how to make authentikated requests using both curl and a plugin for vs code called thunderclient. you can use whatever htp client that you prefer. i'm not going to pick sides in this case. so first, in the shopify admin, i'm going to create a new application. notike here that this is a custom application, and this is fine for my use case, because it's only going to be installed on the singular store, but you can also create public apps as well. we'll call this app test api app- cool. now the app's created from here. part of the authentikation and authorization process involves us telling shopify exactly what information we would like to request through their apis, and we can do this by specifying the api scopes. we can configure these scopes here, and for the purposes of this demo, i'm only going to be selecting the read product scope, because all i need to do for this app is read product information [Music]. here you can see the access token that is generated by shopify. now that the app is installed, we will send this access token along in the header for any http request that we make to the admin api. this is how shopify will identify and authorize us to get the information that we are asking for. now that the app is installed and ready to go, let's take a look at how exactly we might request that information. you can see here that the url for the graphql admin api endpoint is as follows. we would fill in the store name here: um. this specifies the admin api. this is the version. i'm just going to stik with the latest. that's fine with me. and then we're going to be specifying the graphql endpoint. we do have rest endpoints available, too. cool. now that we know what the endpoint is for the information that we're looking for, let's take a look at how we might make a curl request to this endpoint while still including our access token in the header. so in eye term here i'm going to go ahead and just make a normal curl request. i'm going to fill in the shopify store as the first part of that url, like we saw in the documentation, and of course, the application type is application json. from here, we have to include the access token as a header, like i mentioned, so that shopify can identify us [Music], and the name of this header is shopify x- shopify access token. it's important to keep your access token secret. you wouldn't want to commit this, to get or share it with anyone, because it is how shopify identifies you in the future. the next step is to actually define the query that we want to send to graphql. in this case, i'm just going to ask for the first 10 products and their ids and titles. that's a simple enough example to prove that this authentikation token will work all right. so, as you can see here, this is the product information for the first 10 products in my shopify store, including their ids and titles. you can see, if i try to make this same request again and let's say i accidentally mess up the access token, i should get an error message. that's pretty clear. and there we go: the invalid api key or access token unrecognized and valid, wrong password. all that information is telling me that my access token is incorrect and shopify was unable to authentikate me to make this request. all right. so we're going to switch over to vs code and do the same thing that we just did in curl, but we're going to use thunder client instead. so because it's a graphql query, we are going to switch it to a post. we'll use that same endpoint that we had before. that includes my shopify store url: [Music]. so we can just switch to the header tab here and include the x shopify access token and we'll paste in the value that of the same token that we used in that curl request. so now in the body tab we can define exactly what we're asking for from the graphql endpoint. we'll make the same query as we did in the curl request. one thing i did notike is that you do have to send over a variable object in order to make a request using this graphql editor. so, because everything is just statik in this query, i'll just send along an empty object as the variables and you can see here on the right that this is the first 10 products in my store, including their id and their title. if i were to mistakenly add the wrong access token or something got mixed up with the header, you will see the same error that we saw in the curl. all right, that covers it. that's all the steps that you need to generate an api access token in order to request information from your shopify admin api. you can use tools like curl or thunder client or whichever http client that you prefer. postman insomnia- the options are endless, but practiking these api calls before you actually start your development is a great way to speed up your actual development, to make sure that your api requests are functioning properly and you're getting the data back correctly. if you're building out your application with ruby, python, php or node, shopify has some great client libraries as well that can help simplify this process and you can check them out here using the link in the description below, for more information about shopify development. subscribe to this channel, review documentation on shopifydev and join the community by asking questions in discord, slack or joining our community forums. thanks, see you there. 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How to Give Workers Access to Shopify Store
hey, everyone, welcome back. so for this week's youtube video, we are going to take a look at how to grant user permissions in shopify. now, why would you need to set this up? well, let's say that you are going to be hiring a graphic designer or a web developer to help design your website or make edits to your existing website. well, you want to give them access to this section in shopify to make edits to your website, but maybe they don't need to also have access to your orders or your sales information or your other settings and channels. in that case, you would want to set them up in shopify as a staff member with very specific access or permissions, so that they can't go and poke around in places that they shouldn't be. another example would be: let's say you're hiring someone to help you ship your orders, ship your packages. well, you would, of course, want to grant them access to your orders and order history, but you probably don't need to give them access to make edits to your website or to take a look at your marketing or other analytiks. so let's take a look at how we can set this access up and make sure your people have the right information, the right access, to help you out with what you need. so let's get started. we are going to log on to shopify. so when you're logged onto shopify, you're going to come over to your menu options on the left hand side and you're going to scroll down and click on settings. now, within settings, you want to come down to users and permissions. now, just a quick note. i am using one of my clients shopify website, so i am going to block out anything that would be confidential information or anything to show you who they are. so in this example, we can see that i am listed as the store owner and below that, we can see that i'm also listed as one of two staff members. so i'm going to go ahead and click add staff and now what you want to do is fill out their contact information, so you would enter their name and email and then from there, you would want to scroll down and take a look at what you want to give them access to so we can select all, and when we select all, it gives them access to everything within your store. so if you have a partner or a part business owner or someone on your team who needs access to everything, you would want to select everything and send them the invite. but in the case that you're hiring a web developer, a web designer, you would want to grant them access just to the online store, so you can give them access to themes, blog posts and pages, navigation and domains, and that should give them everything they need. now, once again, let's think about if we're hiring someone to help us ship out our products. we would want to give them access to orders and then from there, you would need to determine: well, do they need to have access to all of my orders, or do they need to have access to also edit orders or draft orders? do they need to have the ability to make changes to existing orders, yes or no? so that's something you want to think through. another thing to consider would be: if you're hiring someone to support, let's say, marketing, you can give them access to apps and channels. so if you come down here, we have a whole section for what apps and channels we want to give this user access to. so for my marketing person, they might need access to facebook, google, my email, marketing, and that could be it. so once you've decided what access to grant to the user, you can scroll back to the top and you can actually click send invite, and what this does is it sends the user an email with a link to sign in and, depending on what you've given them access to, they'll be able to go to those sections within your shopify account and view what they need to view and do what they need to do. so that was a quick overview. the last thing i want to show you is: let's scroll down point of sales access. so what this would mean is, if you need to grant someone access to make sales in person, you can give them access to your app. so when we do this, we can click give point of sale access to the staff, and what happens is you get an alert it says this staff member will be able to access the point-of-sale app with a pin, but won't be able to log into the app because they don't have 12 of the 13 required permissions. so if you click on show permissions, it shows you that in order to access the point of sales app, this user needs to have access to all of these sections. so what you can do is click give staff access and then from there, you can see now that alert went away and we can set up a pin for them so you can use the pin that's already been generated. you can enter your own pin or you can generate random pin and from there, once you're ready, you can click send invite and once again it'll send them a link with all the information they need to get logged in and you should be good to go. [Music]. i hope you guys enjoyed this content. um, let me know if you have any specific questions and make sure you give this video a thumbs up and subscribe, and with that i'll see you guys next time. [Music] you.
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How to Add User & Staff to Shopify Store
hello and welcome. my name is amulya and you are watching tubemint. in this video i'm going to show you how to add users and staff to shopify store. so let's get started. so first thing, first go ahead and log into your shopify admin area and then click on this setting settings tab here on the left bottom and you will see there are so many options here. so click on this- users and permissions- and now you would be able to add stuff by clicking this button here. so this number may vary depending on what plan you have. i am on developer plan and i do have the right to create like up to 15 staff members. so let's go ahead and click on here. so click add staff. type in the first name- it could be any name, right- and here you simply type in the email address. so let me type my email address, suppose this is the email address. now i can go ahead and give this user permissions to do stuff on my line, on my store, so you can see online store. if this guy is just a themer and you just want give him permission to make or customize themes, so this is the section you want to check all here, and if you want this person to kind of manage your store. this guy can create, edit products and do other stuff. so you simply go ahead and check everything here. you can go ahead and check all like this and then uncheck the boxes that you do not want to get this person. so you definitely want- don't want to give this person right to add and remove stuff. payment: okay. so if this guy has something to do with the payment setup, then you do want to give this permission. emails: no view private apps. this is perfectly fine. so this: there is one client [Music] users- okay, here we go. and then you simply go ahead and say send invite and this person will get an email from you and a link in it and this person will be able to kind of click the link, set up the password and will be able to sign in to shopify store. so this is how you add users, staff and assign permissions to your staff and users on shopify store. that's it for this video. thank you for watching. bye for now. please subscribe to my channel channel if you haven't already. bye.
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HOW TO GIVE ACCESS TO SOMEONE ON SHOPIFY
hey guys, welcome back to my channel, and in today's tutorial, i am going to be showing you guys how to give an access to someone else in your shopify store. so, basically, you are going to give someone an access in your store, um, and this will be either a shopify developer or someone whom you want them to customize your store- like maybe adding products description or you want to fix your settings section- but basically you're going to add an extra person who is going to have an access in your shopify store. so i am going to show you how you can do that, and so you first you ready to log in in your shopify store, and here i am on the background of my shopify admin page, and what i am going to do. i am going to click settings down here. so lets click settings, and then after that, we are going to click users and permission. so here we are. so, um, you can see here on the users and permission, this is where you're going to give a permission to someone. so, basically, you're going to add a staff, um, so far, uh, you can see here the stone owner is anthony jason. um, and, uh, this is the store owner and they have permission that can be assigned to um a staff. so this, this person have the full ownership. um, if, for example, if you want to transfer ownership, this will be like a different shopify's tutorial. if you want me to do that, leave me a comment down below. so, um, now let's go and add stuff. so we're going to customize what my staff members or what your staff members can edit and have an access in your store and basically, shopify will let you have up to two staff members on this plan. um, you can also, if you want to add more than two staff, you can compare the plans. so now let's click add stuff. so let's say, as i said before, if you want to hire, maybe a graphic designer or a web developer to edit or redesign your website, you can do that. so the only thing you're going to need to give them access on your shopify store is only on the specific section. so it has like so many sections here, so you're gonna pick like specific sections. so, um, first of all, you're gonna have to fill in the informations about this person. so if this person's name was, um jeffrey, so you're gonna put jeffrey, so we're going to put the last name and we're going to add the email. so jeffreyjohn [Music] gmailcom. so this is the stuff that we're going to give um an access. so shopify will give you the selection here like: so this stuff will have permission on the following things. so you're going to pick sections. so let's say, if you want this person to walk on your online store, then maybe they want to fix to your theme. you can do that. or like navigation or domains, blog posts and stuff like that, or it's just like a general thing. um, you can also select that. so let's say, um, if you want to give this person like permission, everything, you can click, select all and they can have access on everything. but sometimes you really don't want to give access to everybody because, uh, you really can't trust anyone to have like permission. or, for example, like on your shopify payment section, or like to view your billing and receive billing emails, like stuff like that, some of the things they're like really really sensitive. so, um, let's say i am going to give jeffrey um an access to maybe like my home section, like on in orders. oh, i don't want the person to see my orders or i want this person to work on my product, so i'm just going to give jeffrey in my home section, product um, my themes, um and different navigation, as well as blog posts and pages. so once you've picked all the uh, the section that you want this person to have, like, a permission, then you can click here, send invite. and also there is another section: if you want this person to manage and install apps on your channel- like maybe add, delete or access any installed app or channel- you can do that as well. or if you also, if you want this person to approve application charges, you can also do that. but again, um, what i like about adding stuff section on shopify is because you can give limited access to that person, that you want them to have an access and and they won't have control on your entire store. that's what i like. so every of your sensitive information, if you don't want them to know about it, they won't be able to see that. so after that, you can click here, send invite and shopify will say: john, jeffrey john has been invited and they will receive the invitation. and you can see here on your staff section, um, you can see jeffrey john has been added and they have unlimited permission and the invitation has been sent. so this is how you can add stuff and give permission to the person. so once the person receive an email, they will be able to click it and get in inside your shopify store. so basically, shopify will make sure this link is very safe and secured and they can get in and confirm if they are the real person, like jeffrey john, and they can get in your store. so that was only for adding stuff. you can also add different collaborators. so, let's say, if you want to give um designer, so basically this will give designers, developers and marketer access to your shopify admin. they really don't um, they really don't count toward your staff limits. and if you want to learn more about this, you can just click learn more about collaborators and you will learn more information about it. so basically, anyone can send a collaborative request and you can select that. if you want anyone to do that, or if you want only a person with a collaborative request called can send a collaborative request, you can also do that. so this is how you can do it. so this is how you can send invitation to different stuff. i hope you like today's tutorial and if so, if you did, please leave me a comment down below. like this video and for more tutorials like this and leave me a comment down below to let me know what do you think about today's tutorial and if you have any question, leave me a comment as well down below and i will get back to you. thank you guys for watching my video and i'll see you guys on the next tutorial.
How to Add an Employee to Shopify and Manage Permissions So They Don't Take Over Your Store
how to add an employee to shopify and manage permissions so they don't take over your store. do you want to add a virtual assistant to your store or an employee or create a staff account and you're concerned that they might have access- too much access- to your account and maybe, maybe even take over your store? in this video, i'll show you how to create a staff account on shopify for your, for your employees, staff, for virtual assistant or partners, and limit their account so they only have access to the information you want them to have. so let's jump into our store here, and this is our demo store. so here we are in our our demo account. so first thing you want to do is, you know, log in as administrator. so you're on the admin panel of your shopify store and in the bottom left you will see where it says settings, the little gear which says settings. click on settings and you get the, the settings for your store right over here. where it says in the upper right it says plan and permissions. that's what you want to click on. click on there and then you're going to scroll down to. you see that there says the store owner account and we're going to come right down here to where it says add staff account. now, depending on what plan you have, you may only be able to add. if you're on the basic plan, you can only add two staff members to your account. so click on add staff account. put in their name. so i'm actually going to just put my name in here and then put in their email. there we go. and if you want to allow the person to have a full permissions to your store- say if they're your partner, then maybe you'll want to do this. or if someone you you really trust, maybe a family member, but still want to be careful on what permissions you give, so in this case we're going to give limited. didn't even do that. right, let's put in the email. there we go and i'm going to limit the permissions so you can see right here. for this staff account you can either give full permissions or permissions to specific parts of the store. so let's just say you have a virtual assistant and you want them to. they're going to take care of your customer service, for example. so you, if they're going to do customer service, then they would need access to your theme. they wouldn't need access to your blog post or the navigation or the domains or manage locations. you want to have them have access only to the orders because they're gonna have to look up the orders on your store. so of course you want to give them access to the orders if you want to allow them to edit. they can't edit the products on there without a special app, but what they can do is ch update the customer's address. so you do want to allow them to edit the orders. otherwise, if a customer emails in and they need to update their shipping address, for example, you want your virtual assistant or employee to be able to do that, so that you'll need to give them access to edit the orders for draft orders. this is if you they're going to be creating, say, a customer messages in and says: you know i want to buy these 10 items, can you offer me a discount? well, your, your virtual assistant or your employee can actually create a, an order for them with a, give them a special discount on that order and send them an invoice, for example. so that's a a good option. you'll want to give your customer service person this access to draft orders. if you want to allow the customer service person access to change information on the product page, then you'd want to give them access to products. if you don't allow them to create gift cards, which would give them credit on the store, then you can give them access to create gift cards. you want to be able to give them- a customer service person- access to your customers so they can make any up, look up the customer and be able to make any changes to the account, maybe change their email address. maybe the customer contacts us on the contact form and says: i didn't get my receipt. well, you can double check with them to see that they provided the correct email address and, if you need to, the customer service employee can update that on your store. if you want them to create reports- you know, probably a customer service person, maybe not- you know the dashboards. they probably don't need access to dashboards or marketing discounts. if you trust your customer service person- and you should- you know you want to make sure that that if they're dealing with your customers, you want your customer service person to be someone that you trust. make sure that you- because they can create discounts to any for anything they want. you know, actually give people things for free if they wanted, but you need to trust your customer service person because they're the ones that are going to be representing your company when they are online, so you can give them access to the discounts. you probably do trust them to give them access there. they don't need access to your apps and they don't need access to your settings. so that's all of your customer service person would need for access. they won't be able to add any other anybody else to your store or anything like that. they'll just have the access that they need to perform their duties as your customer service person. now, if this was going to be an account for a someone that's going to be fulfilling orders for your store, so i have a separate virtual assistant that does order fulfillment. so that person has access to different things. so they have access to the, to the home page, which is when they log in. they see the admin area. i i do give my fulfillment person access to the orders. i do, but they don't actually edit any orders. i do give them access to draft orders. they have access to the products. they have access to the customers and the reports and the dashboards and the apps. so the end, the settings. so this is what i give my fulfillment person: access to these things right here and you know they don't have to have access to the customers because they're just fulfilling orders, right, they, i have them. i give them access to reports because my fulfillment person is actually running my reporting for me also. so i want them to go to run the reports because my fulfillment person does a little bit more than fulfillment. so as you come in here, if you want to give them more and more access, you can come back in here at any time and give them more access. so my fulfillment person also makes any updates to my products. so i have them access to the products. i let them make any changes to the theme that needs to be changed. uh, you know, add any special uh discounts or things like that within the theme, like in the upper bar- that's in the top, the announcement bar. i'll i give them access to navigation. so if they need to make changes to the navigation, we add a collection or something like that, i give them access. that's pretty much all i give them access to. i haven't had any need. the only people i'd give access to manage locations is a partner. same thing with domains. uh, you rarely use that anyway, so you might as well just, i mean, keep that to yourself and fix that. unless you're completely hands off, then you want to give that to your manager, whoever's managing the store, that's who you're going to give that access to. and then, if you have a content creation person, maybe you would only give them access to blog posts and pages and maybe navigation, if you want them creating the navigation structure on your store. in that case you probably they would not need access to any of the orders, any of the products, maybe the products. if they want to integrate a product or mention a product inside of one of their blog posts, they can put that in there. they could probably just get that link from the page if they navigate it to your store. anyway, i probably maybe give them access to the dashboard, make it easier for them to navigate around and probably would not need access to apps or settings. so you have a content creation person. this is really all the settings that they would need right there. so actually for
How to Request Access to your Client's Store
hey everyone, i'm pete from shopify, and in this video we're gonna show you how to request a collaborator account so that you can gain access to your client store. for any links to the relevant help, guides and resources mentioned in this video, check out the description below. now, without further ado, let's get right into it. [Music]. let's first go over what is a collaborator account. collaborator accounts provide you, the shopify partner, access to a partikular shopify admin directly from your partner dashboard. in order to gain access to a store, you must send the request to the client, and they would need to approve it. they have full control over the permissions and will grant you access to only the sections of the store that they want you to see. so, that being said, let's go through the steps on how to request access to a client store as a shopify partner. first, we'll need to log into your partner account dashboard. then click on stores in the top left corner in the menu. from there, click on add store. here you'll be able to pick a store type for collaborator access. you want to choose: manage store. now you'll need to enter in the my shopify url of the store you wish to gain access to. at this stage, we may be required to enter in an access code. if the merchant has access restricted on who is able to request access to the store, they can share this code with you ahead of time and it can be entered in here. in this next section, we're going to click on the boxes for the sections of the store we need access, or choose full access if that is necessary. it is always best for the security and experience of your client to only request access to what is needed. you also have the option to include a message in your request here. this could be an explanation of the permissions requested or anything else you might want to communicate to your client. now we can hit save, which will send off the request. the store owner will receive an email at a notification within their admin prompting them to accept or deny the request. if there was a previous request that was denied by the merchant, a new one will need to be sent. before this could be done, you will have to reach out to our support team to have this old request cleared. once the client accepts the request, you will have access to their store from within your partner dashboard. you'll see the store listed under the manage store tab, where you'll be able to gain access to simply click on the login here. so there you have it. you have just learned how to request collaborator access to a shopify store. if you have any questions, be sure to visit helpshopifycom, as always. thanks for watching and don't forget to like and subscribe. [Applause]. [Applause]. [Music]. [Applause]. [Music]. [Applause] you.