在 Shopify 商店中添加和管理员工

您可以向商店中添加员工,并为他们授予登录到您的商店和完成任务(如添加产品或管理订单)所需的权限。您还可以添加合作者来让 Shopify 合作伙伴为您的商店工作,并使用权限来控制他们可以访问您商店的哪些部分。

权限可帮助您在 Shopify 后台和 POS 中管理您商店的员工可以执行哪些操作。您可以使用权限来委派任务和分配员工有效工作所需的访问权限级别。

您商店使用的定价套餐决定了除店主之外,您可以添加多少名员工。

员工权限

权限决定您的员工具有的商店访问权限的级别。

如 Shopify POS 登录要求所述,您的员工根据其角色的不同,可能需要特定的权限。请仔细考虑您授予员工和合作者的权限。

员工权限的描述

若要允许员工访问以帮助您运营商店,您需要向员工授予 Shopify 后台的特定部分和特定功能的权限。您可以根据员工在商店中的角色为其授予高级别访问权限或限制他们只能访问非常具体的功能。在某些情况下,您需要向员工授予多个权限,以便他们能在 Shopify 后台的特定区域中完成任务。

一般员工权限

权限描述
主页使员工能够查看主页,其中包括销售信息和其他商店数据。
订单

使员工能够查看、创建、更新、删除、取消和导出订单以及接收订单通知。

  • 编辑订单:员工需要此权限才能编辑订单中的商品和折扣。

  • 导出订单:员工需要此权限才能导出订单。只有使用 Shopify Plus 套餐的商家才能向员工授予此权限。

草稿订单

使员工能够创建、更改和删除草稿订单。

  • 导出草稿订单:员工需要此权限才能导出草稿订单。只有使用 Shopify Plus 套餐的商家才能为员工授予此权限。

产品使员工能够查看、创建、导入和更改产品、产品系列和库存。
礼品卡

使员工能够查看、创建、发行礼品卡,以及将礼品卡导出为 CSV 文件。

如果您的员工需要从礼品卡页面创建或编辑客户,您还需要为其授予客户权限。

报告使员工能够查看和创建报告,其中包括销售信息和其他商店数据。您无法指定员工可以访问哪些报告。
控制面板使员工能够查看概览实时视图页面,包括销售信息以及其他商店和销售渠道数据。
营销使员工能够查看、创建和自动开展营销宣传活动。如果您使用应用或销售渠道(例如 Shopify Email)进行营销,则还需要相应的应用和渠道访问权限。
折扣使员工能够查看、创建折扣码和自动折扣,以及将折扣导出为 CSV 文件。

Shopify商户官网原文详情:

Adding and managing staff in your Shopify store

You can add staff to your store and give them the permissions that they require to to log in to your store and complete tasks like adding products or managing orders. You can also add collaborators for Shopify Partners to work on your store and use permissions to control what sections of your store they can access.

Permissions help you manage what your store’s staff can do in your Shopify admin and Point of Sale (POS). You can use permissions to delegate tasks and assign the level of access that your staff needs to do their jobs effectively.

The pricing plan that your store is on determines how many staff you can add in addition to the store owner.

Staff permissions

Permissions determine the level of access that your staff have to your store.

Your staff might need specific permissions depending on their role, like Shopify POS login requirements. Carefully consider the permissions that you give to staff and collaborators.

Refer to Managing staff for more information about how to create or update staff accounts.

Description of staff permissions

To allow your staff members access to help you to run your store, you need to give them permissions to specific parts of your Shopify admin and to specific features. You can give staff members a high level of access or limit their access to very specific functions, depending on their role in your store. In some cases, you need to give staff members multiple permissions to complete tasks in a particular area of you Shopify admin.

General staff permissions

PermissionDescription
HomeEnables staff to view the Home page, which includes sales information and other store data.
Orders

Enables staff to view, create, update, delete, cancel, and export orders, and receive order notifications.

  • Edit orders: This permission is required for staff to edit items and discounts in an order.

  • Export orders: This permission is required for staff to export orders. Only merchants on the Shopify Plus plan can give this permission to staff.

Draft orders

Enables staff to create, change, and delete draft orders.

  • Export draft orders: This permission is required for staff to export draft orders. Only merchants on the Shopify Plus plan can give this permission to staff.

ProductsEnables staff to view, create, import, and change products, collections, and inventory.
Gift cards

Enables staff to view, create, issue gift cards, and to export gift cards to a CSV file.

If your staff needs to create or edit customers from the Gift cards page, then you also need to give them the Customers permission.

ReportsEnables staff to view and create reports, which includes sales information and other store data. You can't specify which reports staff can access.
DashboardsEnables staff to view the Overview and Live view pages, which include sales information, and other store and sales channels data.
MarketingEnables staff to view, create, and automate marketing campaigns. If you perform marketing using an app or a sales channel, such as with Shopify Email, then you also need the appropriate App and channel access permission.
DiscountsEnables staff to view, create discount codes and automatic discounts, and export discounts to a CSV file.

文章内容来源:Shopify商户官方网站