Users

Open Settings › Users. These are the people who can work on your store, and what each may do.

Roles

• Owner: everything, including members, billing and payments.
• Admin: settings, domains, products, orders, customers, discounts, content, themes (including publishing them), apps, finance and the activity log.
• Designer: themes, pages, blog posts and menus; can view products and settings.
• Staff: products, orders and customers; can view discounts and settings.

The menu shows each person only the pages their role can open. A page a role cannot open, reached by its address or a link, says which permission the role lacks, by its name under Roles (such as “Your role (Packer) does not have “See customers””), and where the owner gives it: Settings › Roles for a role of your own, another role under Settings › Users for a built-in one. A role of your own is called by its name everywhere.

Your own roles

Roles of your own come with the Scale and Enterprise plans; on another plan Add role is greyed out and says so, with a link to Plan. Settings › Users › Roles lists the built-in roles and your own. Add role asks for a Name, an optional description and the Permissions: tick a group or open it and tick what you want. Start from fills in a role such as Customer support or Fulfillment, to change as you like. Under each permission a line says what it opens: See settings and sales also shows sales on Home, Analytics and Reports, Change settings, marketing and workflows also runs campaigns and Autopilot, email campaigns need Change customers and send email campaigns, and A/B tests need Publish themes and run A/B tests. Opening an installed app needs Install, open and remove apps, because an app acts for the store; changing an app’s connection also needs seeing customers and orders, since they go to the account it connects to, and payment apps are opened by owners only. A new role starts with See settings and sales ticked, since without it Home and most pages show nothing; the page warns you if you take it off. Search permissions finds one by name or by what it opens.

Someone with your own role can do what it lists and nothing else, whatever role they had before. Changing orders does not include sending money back or issuing gift cards: lowering the price of a paid order, an edit that takes paid items off and cancelling a paid order all give money back, so they need Refund orders, and making an order with a gift card on it paid needs Issue and change gift cards. A role can never change who works on the store, billing or payments: those stay with owners. Changing a role applies to everyone who has it straight away, and the activity log says what changed. A role cannot be deleted while someone has it.

Download the list

Export downloads users.csv: everyone’s email, name and role, and the invitations still open.

Invite people

Under Invite people, type one address or several under Emails, with commas or new lines between them, choose a Role and send. Up to 20 go at a time and everyone gets the role you chose. Add from a file reads every address in a CSV or text file into the box, so you can read them before sending; any list with email addresses in it works. If one person cannot be invited, the page says why and keeps that address in the box; the others still go. Something in the list that is not an email address is named the same way (“this is not an email address”) and kept in the box, never dropped. They get an email with a link that works for 7 days. The page the link opens keeps it while the tab is open, so reloading it or coming back after creating an account still works. They can sign up with it if they have no Storeloom account yet.

Invitations lists invitations waiting to be accepted, each with the role the person will get (a role of your own by its name); the email and the page the link opens name that role too. Under Role, a role of your own shows its description. Resend sends the email again; Withdraw cancels an invitation, after asking. An old invitation shows Expired.

Change or remove a member

Choose another role beside a member to change it; a change that takes something away asks first, naming what they lose. Making someone the owner is not a role change: it is a handover (below). Once saved, the page says so (“Saved: Kalina is now Product editor”). A role of your own shows by its name. Roles at the top of the page opens your roles. Remove takes a member off the store, after you confirm; AI apps they connected to the store (such as Claude) are disconnected from it, as when someone leaves, and stay disconnected if they join again. The person gets an email when their role changes and when they are removed, naming the store, who made the change and the new role. Storeloom’s own emails come in the language of the person’s admin (Your account › Language), English when they chose none; an invitation to someone without an account yet comes in yours.

Hand the store over

An owner hands the store to another member under Hand the store over. Choose the New owner (only a member can become the owner: invite the person first), choose what you do Then (Stay as an admin or Leave the store), and, when the store has a card, whether to Keep it on the store or Remove it when they accept (the card pays for the plan and paid apps; if you remove it, the new owner adds their own under Settings › Billing). When you leave and the card is yours, it starts at Remove it when they accept: if you keep it, you go on paying for the store after you leave, until the new owner saves their own card. Confirm with your password (an account without one uses a code from its authenticator app) and press Ask them.

Nothing changes until they accept. They get an email and answer under Your account, signed in as themselves; nobody else can accept for them. Meanwhile the card says who you asked and until when, and Withdraw cancels the request, after asking; they are told. Only one request waits at a time, and it stops working after 7 days. When they accept, they become the owner, you become an admin or leave as you chose, both of you get an email, and the activity log records it. If they decline, you get an email and stay the owner.

A store always keeps an owner

The only owner has no Remove button and no role to change, and cannot leave the store: hand it over first, as above. A store can have more than one owner (invited as Owner); the role list beside a member no longer makes someone an owner in one step.

Any member leaves a store themselves from Your account › Stores you work on; the owners get an email when someone leaves.

Who can see this page

People whose role has See users: owners and admins, and a role of your own with it.