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Onboarding 101

How to Add a Shopify User

The reason we need this is to be able to download financial payout reports and financial summary reports to be able to agree Shopify to the financials. We will not touch any other store data. This also allows us to set up softwares if needed to the financial system.

  1. Login to your Shopify Account

  2. At the bottom left, click on “Settings”

  3. Click on “Users" on the left-hand side

    Shopify - Users Menu


  4. Next, click “Add users"

    Shopify Add Users Button


  5. Please add the email address that you'll send everything to (usually "[some version of your business name]@jhandco.com") and assign the "Administrator" role

    Add Users Administrator Shopify


  6. Select your preference for two-step authentication

    Shopify 2FA

And you are done! We’ll take it from there.

Thank you!
J. Hall and Company