Role Settings

In the Role Settings section, you can manage employee permissions. WorkMate uses a role-based system to restrict permissions.

Tip: For stores that are not on Shopify Plus, new staff members must log into Shopify admin and download WorkMate in order for their employee listing to be synced to WorkMate.

1. Access WorkMates Settings

• Open WorkMate from the Shopify dashboard.

• Click View More.

• Navigate to the Settings section.

2. Configure Role Settings

• Click the Roles module to configure employee permissions for various roles.

Tip:

WorkMate previously configured permissions on a per-employee basis. Your configured permissions have automatically been migrated to roles called Auto-migrated roles.

• The different Auto-migration numbers represent your previous different permission levels of the employees.

• You can change the role names here, in your settings.

• Select or unselect permissions to customize access for each role.

3. View Employee Roles

• Access the Employees module to view your assigned employee roles.

• Here, Superusers (or other roles that have the Write Settings permission) can change and update employee roles.

Tip: The store owner will automatically become the first Superuser. To become a Superuser, please request the store owner to update your role.