将用户添加到 Shopify 组织后台

通过向用户发送邀请来将他们添加到组织中。

本页相关主题

  • 为用户授予组织和商店访问权限

  • 两步验证的注意事项

  • 将用户添加到您的 Shopify 组织后台

为用户授予组织和商店访问权限

向组织中添加用户时,您可以为其授予组织级访问权限。如果您想允许用户登录商店并对其执行更改,则需要为用户授予商店的访问权限,并向他们授予在商店中执行任务所需的其他权限。

您可以通过向用户分配角色来管理组织访问权限和商店权限。如果要使用角色,请在添加用户之前确认是否已创建了所需角色。

如果您从 Shopify 组织后台向用户授予商店的访问权限,则会将员工添加到该商店。但是,收到 Shopify 组织后台邀请的用户要在接受了创建账户的邀请之后才会出现在商店的 Shopify 后台中。

如果您从商店的 Shopify 后台创建员工,则可在 Shopify 组织后台管理这些用户。直接从商店获得邀请的用户在接受邀请之前会在您的用户列表中显示为单独的用户。在用户接受邀请后,他们的用户条目会合并到您用户列表中的一名用户中。

两步验证的注意事项

默认情况下,用户需要为其账户启用两步验证。在这种情况下,系统会在用户登录时提示其设置两步验证。您可以更改为不需要现有用户进行两步验证。

从不需要两步验证更改为需要两步验证会使用户退出 Shopify。在进行此更改之前,请确认用户未在执行任务。

当您删除针对现有用户的两步验证要求时,用户的验证设置不会自动更新。在这种情况下,用户必须更改自己账户的安全设置。用户在自己的安全设置中停用两步验证之前,系统仍会提示他们为其作为员工的任何商店(无论该商店是否在您的组织中)完成两步验证设置。

将用户添加到您的 Shopify 组织后台

步骤:

  1. 在 Shopify 组织后台中,点击用户

  2. 点击添加用户

  3. 输入您要添加的用户的邮箱。

  4. 访问权限和其他权限部分中,执行以下任一操作:

    • 若要使用角色授予访问权限,请点击分配角色,然后选择角色。

    • 若要在不使用角色的情况下授予访问权限,请选择选择自定义访问权限,然后添加组织级访问权限和商店级访问权限。

  5. 可选:若要更改为不需要两步验证,请执行以下操作:

    1. 安全部分,点击更改设置

    2. 选择不需要两步验证

    3. 单击保存

  6. 点击发送邀请

您的新用户现在将显示在用户列表中,并且状态为待处理。接受您的邀请后,用户的状态会更改为活跃

Shopify商户官网原文详情:

Adding users to the Shopify organization admin

Add users to your organization by sending them an invitation.

On this page

  • Giving users organization and store accesses

  • Considerations for two-step authentication

  • Add users to your Shopify organization admin

Giving users organization and store accesses

When you add users to your organization, you can give organization-level accesses. If you want to let users log in to a store and make changes to it, then you need to give the users access to the store and give them the permissions that they need to perform tasks within the store.

You have the option of managing organization accesses and store permissions for users by assigning roles to them. If you want to use roles, then verify that the required roles have been created before you add users.

If you give users access to a store from the Shopify organization admin, then staff are added to that store. However, until they accept their invitation to create an account, users who are invited from the Shopify organization admin don't appear in a store's Shopify admin.

If you create staff from a store's Shopify admin, then you can manage those users in the Shopify organization admin. Until they accept their invitation, users who are invited directly from a store appear as separate users in your Users list. After users accept, then their user entries are combined into one user in your Users list.

Considerations for two-step authentication

By default, users are required to enable two-step authentication for their accounts. In this case, users are prompted to set up two-step authentication when they log in. You can change two-step authentication so that it is not required for an existing user.

Changing the two-step authentication setting from not required to required logs the user out of Shopify. Before you make this change, verify that the user is not in the middle of a task.

After you remove the two-step authentication requirement for an existing user, the user's authentication settings are not updated automatically. In this case, the user must change the security settings for their own account. Until the user deactivates two-step authentication in their own security settings, they are still prompted to complete the two-step authentication setup for any store where they are staff, whether or not the store is in your organization.

Add users to your Shopify organization admin

Steps:

  1. From your Shopify organization admin, click Users.

  2. Click Add user.

  3. Enter the email addresses of the users who you want to add.

  4. In the Access and permissions section, do either of the following:

    • To give accesses using a role, click Assign role, and then select a role.

    • To give accesses without using a role, select Select custom access, and then add organization-level accesses and store-level accesses.

  5. Optional: To change two-step authentication to not required, do the following:

    1. In the Security section, click Change setting.

    2. Select Two-step authentication is not required.

    3. Click Save.

  6. Click Send invite.

Your new user now appears in the users list with the Pending status. After the users accept your invitation, their status changes to Active.


文章内容来源:Shopify商户官方网站

(本文内容根据网络资料整理,出于传递更多信息之目的,不代表连连国际赞同其观点和立场)