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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 and permissions”

  4. Under Staff, click “Add Staff”

  5. Enter the following details:

  6. Under permissions select “Select All Permissions” and invite

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

Thank you!
J. Hall and Company