Adding staff accounts to Order Editor

This article discusses the permissions necessary for staff accounts to access Cleverific Order Editor, where to find these permissions, and how to set them up.

All Order Editor plans come with unlimited access for every staff account that you have in your Shopify store. All staff accounts should be able to have access to Order Editor but do need to have a minimum set of permissions assigned to them in the Shopify Admin. By default, the staff member is set to have full permissions and access to the admin when you create a new account.

Set staff account permissions

To set staff account permissions for accessing Order Editor, perform the following steps:

  1. From your Shopify Admin, go to Settings > Users and permissions.
  2. In the Permissions section, click a staff member's name to open the account details.
  3. The following screenshot shows the minimal required checkboxes for a user to be able to access and use Order Editor. A staff account must have at least these permissions in order to use Order Editor.

  4. Click Save to confirm the changes