Prerequisites
Before you begin, ensure you have:
-
Administrator access to your Shopify store.
Your unique Shopify login credentials.
🪜 Step-by-Step Instructions
1. Log In to Your Shopify Admin
- Navigate to your Shopify Admin and log in with your credentials.
2. Access Users and Permissions
- In the Shopify admin, click on Settings at the bottom left corner.
- Select Users and permissions.
3. Add a New Staff Member
- Click on Add staff.
-
Enter the following details:
- First Name: Agile
- Last Name: BK
- Email Address: admin@agilebk.com
4. Assign Permissions
Under Permissions, select the areas that give Agile admin access.
⚠️ Note: Agile will only use access to view and manage financial data strictly for bookkeeping and advisory purposes.
We do not share, sell, or otherwise disclose any client data with third parties, and we never use your account to initiate transactions or make changes outside the scope of agreed-upon services.
5. Send the Invitation
- Click Send invite.
- Agile will receive an email invitation to access your Shopify store.