Delegate Billing Permissions for Streamlined Management

Executive summary:

• Enable team-specific billing roles to view and manage invoices.
• Streamline billing operations without elevating account roles.
• Available for Shopify Plus merchants seeking role-based access.

What changed

Shopify Plus merchants can now delegate billing permissions, allowing specific team members to view invoices, manage payment methods, and handle billing-related information without needing full account ownership. This feature is accessible directly in the Shopify Admin under Settings > Users and permissions.

Why it matters

This enhancement allows merchants to streamline billing processes by assigning billing-related tasks to the right team members, improving efficiency and reducing the risk of errors. It empowers teams to handle financial responsibilities while maintaining security and control.

Role-specific impact

• Marketers: Gain insights into billing data for campaign budget assessments.
• Developers: Access necessary billing information to integrate with financial systems.
• Store admins: Easily manage team permissions and enhance billing oversight.

Use-case example

Real-world scenario & metric

A Shopify Plus store enhances its financial operations by assigning invoicing and payment management to specific team members. This leads to a 20% reduction in billing errors and a 30% increase in processing speed.

Implementation checklist

1. Go to Settings > Users and permissions in Shopify Admin.
2. Select the team member and assign billing permissions.
3. Save changes and notify team through internal channels.

FAQ

Q: Can billing permissions be customized further?
A: Yes, they can align with your organization's specific needs.

Q: Is there a limit to how many can have billing access?
A: No, assign based on your operational requirements.

Resources

Learn more about delegating billing permissions on Shopify.
Need guidance? Talk to Makro.