Shopify Payments: Adding Reveal as a Staff account
Use this page to invite Reveal as a staff user and assign the permissions Reveal needs for Transactions. This is the Shopify-side staff checklist, not the connection guide.
Create the private app, collect the Access Token and Shop Name, and add the source on Shopify Payments. Use this page only for the staff invite and the required permissions.
Invite Reveal as a staff user
You can add staff accounts to your Shopify store to let staff log in as separate users. To add staff, you need to be the store owner or have the Edit permissions and Add and remove staff permissions.
If you want to add staff who can log in to your admin and to Shopify POS to add POS app-only staff, then you also need the Manage Point of Sale staff permission and the required Shopify POS permissions.
Assign staff permissions
Note
Shopify's Users and permissions settings can change. Refer to Inviting users for the latest steps to add a staff user from Settings > Users. Refer to Store permissions for the current names of the Home, Orders, Draft orders, Analytics, App development, Finance, and Apps and channels permissions. The instructions in this section are a working guide for the staff access Reveal needs.
Follow these steps to assign staff permissions:
- From your Shopify admin, click Settings > Users and permissions.
- Click Add staff.
- Enter the staff member's full name as it is displayed on any government-issued ID, and their email address.
- Do one of the following:
- Select which permissions you want to give the staff member.
- To give the staff member all available permissions, select Select all.
- Click Send invite.
Required permissions for Reveal staff
Following are the permissions that you need to provide to Reveal staff account:
General staff permissions
Following are the general permissions that you need to provide to Reveal staff account:
- Home
- Orders: View Orders, Export Orders
- Draft Orders: View
- Analytics: Reports and Dashboards
- App development: Select all 3 options
- Finance: View Shopify Payments Payouts, View Balance Activity, View all Shopify credit account activity
Apps and channels permissions
- Manage and install apps and channels
After you assign these permissions, the staff-account setup is complete. Use Shopify Payments for the connection guide if you still need to create the private app or add the source in Reveal.
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