Adding staff accounts to Cleverific

This article reviews the permissions necessary for staff accounts to access Cleverific, where to find these permissions, and how to set them up.

All Cleverific plans come with unlimited access for every staff account in your Shopify store. All staff accounts should be able to access Cleverific but need a minimum set of permissions in the Shopify Admin.

Set staff account permissions for Cleverific access

Steps

1. From your Shopify Admin, go to Settings > Users and permissions.
2. Under Permissions section, in the Staff section, click a staff member's name to open the account details.
3. Under Store permissions, select the following checkboxes required for a user to access and use Cleverific :

• Orders

• Draft orders

• Customers

• Products

You can select the minimum permissions for each category, such as View and Create and Edit.

4. Under App permissions, select Cleverific Order Editor.

5. Click Save to confirm the changes