Shopify Setup
Grant staff access to your Shopify store for management and integrations
What you'll need
Store owner or admin access to your Shopify store. This process takes about 2 minutes and allows us to manage products, orders, themes, and build integrations.
Open your Shopify Admin
Log into your Shopify store and go to Settings (gear icon in the bottom left corner).
Go to Users and permissions
In the Settings menu, click Users and permissions.
Add staff
Click the Add staff button.
Enter EMB Automation details
Click to copy
Select permissions
Choose the permissions based on what we're helping with. For full automation capabilities, select:
- ✅ Products - Add, edit, delete products and inventory
- ✅ Orders - View and manage orders
- ✅ Customers - View and manage customer data
- ✅ Reports - Access analytics and reports
- ✅ Online Store - Edit themes and pages
- ✅ Apps - Install and manage apps
Tip: For building integrations (syncing with HubSpot, QuickBooks, etc.), we'll need Products, Orders, and Customers access at minimum.
Send invite
Click Send invite. I'll receive an email and set up my staff account.
🎉 That's it!
Once you've sent the invite, let me know and I'll accept it right away.
What we can automate with Shopify
- Order data sync to CRM (HubSpot, etc.)
- Inventory management and low-stock alerts
- Customer tagging based on purchase history
- Automated fulfillment workflows
- Product updates and pricing automation
- Theme customizations and landing pages
- Integration with accounting (QuickBooks, Xero)