Overview

Follow this guide to learn how to assign Elevar as an Admin role in Shopify by granting Elevar a store role and assigning the required permissions.

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Learn More: Shopify Roles

Read this guide to learn more about the different role categories in Shopify.

How to Assign Elevar a Store Admin Role in Shopify

Access Shopify Settings:

• Begin on your Shopify homepage and use the left-hand navigation menu to click on the "Settings" tab.
  • (See Figure 1)

Figure 1

Add Role:

• Once in your Shopify settings, use the left-hand navigation menu to click on the "Users" tab. An additional menu will appear, click on the "Roles" tab.
• Once on the Roles page, click on the "Add Role" button located in the upper right-hand corner of the page.
  • (See Figure 2)

Figure 2

Add Elevar:

• Navigate to the section of the page titled "Name" and use the text box to enter "Elevar". Here you can also add extra information in the "Description" text box.
  • (See Figure 3)

Figure 3

Assign Orders Permissions:

• Once you have added Elevar, navigate to the section of the page titled "Permissions".
• Locate and click on the "Orders" tab. An additional drop-down selection menu will appear, click on the "View" option.
  • (See Figure 4)

Figure 4

Assign Online Store Permissions:

• Once you have enabled the view permissions, locate and click on the "Online store" tab. An additional drop-down selection menu will appear, click on the "View" option.
  • (See Figure 5)

Figure 5

Assign Store Settings Permissions:

• Once you have enabled the online store permissions, locate and click on the "Store settings" tab. An additional drop-down selection menu will appear, click on the "Manage settings" option.
• Locate and click on the "View customer events" tab. An additional drop-down selection menu will appear, click on the "Manage and add custom pixels" option.
  • Once you have selected the required permissions, be sure to click on the "Save" button located in the top menu bar.
    • (See Figure 6)

Figure 6

How to Add Elevar as a User in Shopify

Add User:

• Begin on your Shopify homepage and use the left-hand navigation menu to click on the "Settings" tab.
• Once in your Shopify settings, use the left-hand navigation menu to click on the "Users" tab.
• Locate and click on the "Add Users" button located in the upper right-hand corner of the page.
  • (See Figure 7)

Figure 7

Assign Elevar Role:

• Navigate to the section of the page titled "Emails" and use the text box to enter "[email protected]".
• Navigate to the section of the page titled "Roles and groups" and click on the "Assign" button. Use the search function to locate and click on the Elevar option.
  • (See Figure 8)

Figure 8

Configure Two-Step Authentication:

• After assigning Elevar a role, navigate to the section of the page titled "Two-step authenticaion" and click on the "Two-step authentication is not required" option.
• Once you have selected the required permissions, be sure to click on the "Save" button located in the top menu bar.
  • (See Figure 9)

Figure 9